Continue Supporting Our Work After Your Lifetime

Beneficiary Designations

Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.View My Free Brochure

Passionate about supporting University of Missouri-St. Louis with our mission even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name UMSL as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

Check Out This Potential Scenario

Older couple smilingRobert and Carol treasure the financial help they've been able to give their children and UMSL over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because UMSL is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $21,000* would have gone to pay federal income taxes—leaving only $54,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 28 percent marginal income tax bracket.

See How It Works

Learn How to Fund It

You can name us beneficiary of the following assets:

Next Steps

  1. Contact Beth Krumm at (314) 516-6604 or krumme@umsl.edu for additional information on beneficiary designations and how they can help support UMSL with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name UMSL in your plans, please use our legal name and federal tax ID.

Legal Name: University of Missouri-St. Louis
Address: 440 Woods Hall, 1 University Blvd., St. Louis, MO 63121-4400
Federal Tax ID Number: Please contact us for our federal tax ID number.

Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.View My Free Brochure