Retirement Assets

Transferring Retirement Assets

Your retirement assets may be transferred to Lees-McRae College by completing a beneficiary designation form provided by your insurance plan custodian. If you designate Lees-McRae College as beneficiary, the College will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Contact the Office of Advancement at 828.898.2534 for more information. 

Back to What to Give and How