Maximize impact, minimize taxes
Four reasons to name the University of Minnesota or M Health Fairview a retirement account beneficiary

Do you have a tax-deferred retirement account such as an IRA, 401(k), or 403(b)? Would you like to make a meaningful gift to the University of Minnesota or M Health Fairview?

If so, consider naming the University of Minnesota Foundation as a beneficiary. By doing so, the college, unit, or program of your choosing will receive a percentage of the assets remaining in your account after you have provided for your loved ones.

The benefits of making such a gift include:

  • Tax savings. Unlike other assets you may own like stock or real estate, tax-deferred retirement assets are subject to income and estate taxes, but pass tax-free to the U of M or M Health Fairview.
  • Flexibility. You can change your beneficiaries at any time if your circumstances change.
  • Simplicity. You can update your beneficiary designations online as often as you wish without the cost of revising your will or trust.
  • Impact. Your gift will make a lasting difference for future generations.

Support what’s important to you

Our development staff can help you direct your gift to an area you feel passionate about. If you are unsure which giving option may be best for you, or how you would like your gift to be used, please contact our team of gift planning professionals at [email protected] or 612-624-3333 or 800-775-2187.

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If you have included a gift to the University of Minnesota or M Health Fairview in your will or other estate plan, thank you!