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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 LSUHFNO 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 LSUHFNO
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at LSU Health Foundation

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

 

Contact Us

Lauren Michel, M.S., J.D., CAP®, CFRE
Executive Director of Gift Planning
d: 504.568.1608  |  c: 504.239.0659
giftplanning@lsuhealthfoundation.org
Federal Tax ID Number: 72-1115391

LSU Health Foundation New Orleans
ATTN: Lauren Michel
2000 Tulane Avenue, 4th Floor
New Orleans, LA 70112

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