Gifts from Retirement Plans at Death
How It Works
- You name OU 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 OU
- No federal estate tax on the funds
- You make a significant gift for the programs you support at OU
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Colette O'Connor
Sr. Director of Planned Giving
(248) 370-3698
oconnor@oakland.edu
Oakland University
Office of Planned Giving
John Dodge House
507 Golf View Lane
Rochester, MI 48309
Federal Tax ID Number: 38-1714400
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer
University Advancement
Office of Planned Giving
John Dodge House
507 Golf View
Rochester, MI 48309-4488
(248) 370-3698
Fax (248) 370-6141
giftplan@oakland.edu
University Advancement
3151 University Dr.
Auburn Hills, MI 48326-2359
(location map)
(248) 370-4504
Fax: (248) 364-6101
[email protected]
