Retirement Plan

How it works: Retirement plans—such as deferred-compensation, profit-sharing, IRA, 401(k), 457 and 403(b) plans—permit you to designate one or more beneficiaries to receive all or a portion of the assets in the plan at the time of your death.

Designating Case Western Reserve University as a beneficiary for all or part of your retirement plan assets is simple and can save your loved ones the tax burden from these assets. Your retirement plan sponsor or the asset manager of your plan can provide you with a beneficiary designation form on which you can choose Case Western Reserve as a beneficiary for all or part of the assets in a plan.

Unique Benefits

A charitable contribution of a retirement plan offers a number of practical advantages. +Read more

To start a conversation about leaving your legacy through a retirement plan to Case Western Reserve, please contact the Office of Planned Giving at 1-877-477-1143.

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Easy Way to Give

Retirement plans are an easy way to give that can be used as a simple, tax-saving way to make gifts. Read donor stories