Increase Font Size Decrease Font Size Print Page Contact Neumann University

Giving from Your Retirement Plan

Gift of Retirement Plan Diagram

You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support Neumann far into the future.

How It Works

  • Name Neumann University as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to Neumann by contacting your plan administrator.
  • Important! Tell Neumann about your gift. Your plan administrator is not obligated to notify us. So if you don't tell us, we may not know.

70 ½ or older? Make a “Tax-Free” Gift Through Your IRA


  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018


One Neumann Drive Aston, PA 19014-1298 Phone: 610-459-0905 or 800.9.NEUMANN

Neumann University © 2018. All Rights Reserved.