Gift PlanningBeneficiary Designation

Including the SDSU Alumni & Foundation as a beneficiary of a retirement account, life insurance policy, or financial account is one of the easiest ways to support SDSU. 

As Jackrabbit families continue through their working years, a larger percentage of household wealth is in pre-tax assets, like 401(k)s or traditional IRAs.

Many donors are choosing to include the SDSU Alumni & Foundation as beneficiaries of these accounts to help their families avoid unnecessary income taxes and ensure that 100% of their gift goes toward their charitable intentions. 

Benefits

  • You can update beneficiary designations without visiting an attorney.
  • You can easily change percentage designations throughout your lifetime.
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Did you know?

Beneficiary designations on your financial accounts will speak BEFORE your will or living trust.

By including your charitable intentions through beneficiary designations on retirement accounts, you’re helping heirs receive the best possible assets to inherit. 

For Your Advisor

When updating your retirement account, life insurance policy, or financial account, here are the details that your financial custodian will need: 

SDSU Alumni & Foundation 

815 Medary Avenue, Brookings, SD 57006 

TAX ID#: 46-0273801 

Advisor Resources
Coughlin Campanile framed by green leaves on a lovely blue-sky day.

You are advised to seek your own legal and tax advice in connection with charitable gift planning matters. The SDSU Alumni & Foundation does not provide legal, financial, nor tax advice. This communication is not intended or written to be used for the purpose of avoiding tax-related penalties.