Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

  1. You name Keck Medicine of USC and/or the Keck School of Medicine as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to Keck Medicine of USC and/or the Keck School of Medicine
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Keck Medicine of USC and/or the Keck School of Medicine

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

Ludia Chae-Zerrudo
Manager Keck Advancement
213-821-7402
Ludia.Chae-Zerrudo@med.usc.edu

 

Keck Medicine of USC Advancement
University of Southern California
1149 South Hill Street, Suite 360
Los Angeles, CA 90015
Federal Tax ID Number: 95-1642394

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