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Gifts from Retirement Plans at Death
How It Works
- You name LSUHFNO as beneficiary for part or all of your retirement-plan benefits
- 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.
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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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