By naming RMU a beneficiary, you can designate the university to receive all or a portion of your retirement assets. Retirement assets are subject to both inheritance tax and income tax. However, when you designate RMU as the beneficiary, the university receives 100 percent of the assets, tax-free.
For more information on the RMU Heritage Society or to set up your planned giving plan, please contact Kimberley A. Hammer, Esq., vice president for development, institutional advancement, at 412-397-6413 or email@example.com.