Three Steps to Giving a Beneficiary Gift
Did you know that the beneficiaries named on a retirement plan determine who will receive these funds, even if they are designated differently in your will? Did you also know that funds remaining in your IRA may be subject to multiple taxes if left to your estate?
If you are considering including a gift for Moravian in your will, we have a simple solution. Name Moravian as a beneficiary or partial beneficiary of your retirement plan and leave other less-taxed assets to your family.
It's Easy as 1, 2, 3!
- 1. Request a "change of beneficiary" form from your plan administrator.
- 2. List Moravian as beneficiary at the following address:
- Moravian University
- 1200 Main St
- Bethlehem, PA, 18018
- EIN: 24-0795460
- 3. Let us know so we can thank you!