Retirement Plans
Individuals who participate in pension plans, Individual Retirement Accounts, 401(k) plans, Keogh plans and other qualified retirement savings plans may take advantage of the opportunity to make important contributions by designating ETBU as a beneficiary.
Income taxes as well as estate taxes may be avoided in certain circumstances through a simple beneficiary designation. You can name ETBU as beneficiary of part or all of your account by requesting a form from the custodian. Please note that spousal consent is required for married persons in most cases.
Income taxes as well as estate taxes may be avoided in certain circumstances through a simple beneficiary designation.
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If you have any questions about making a gift, please contact us.
Weekdays between 8:00 am and 4:30 pm CST : (903) 923-2068
Or send your questions by email to:
ccrawford@etbu.edu (Catherine Crawford, Vice President for University Advancement)
dfowlkes@etbu.edu (Dane Fowlkes, Director of Major Gifts)
ptapp@etbu.edu (Paul Tapp, Director of Alumni Development)