Retirement Plans

To preserve your retirement assets after your lifetime, rather than relinquish a large portion to taxes, consider the benefits of using them as a source for charitable giving.

This can be accomplished through a direct gift (that is, your account can pass directly to the Texas State University-San Marcos Development Foundation as your primary beneficiary), or it can be transferred to a deferred giving arrangement that will pay income for life to you or another beneficiary. Upon your death the remaining assets will transfer to the University. Typically, the retirement account institution will supply the account holder with a form for designating a beneficiary.