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Beneficiary Designations

Passionate about supporting the University of Dayton's academic excellence even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name the University of Dayton 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.

Want to learn more about making tax-wise gifts?

Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.

Learn How to Fund It

You can name us beneficiary of the following assets:
  • Retirement Plan Assets
  • Life Insurance
  • Commercial Annuities
  • Bank Accounts, Certificates of Deposit or Brokerage Accounts

Next Steps

  1. Contact the Planned Giving Office at 937-229-4484 or plannedgiving@udayton.edu for additional information on beneficiary designations and how they can help support the University of Dayton faith, service and community at the University.
  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 the University of Dayton in your plans, please use our legal name and Federal Tax ID.

Legal Name: University of Dayton, an Ohio not-for-profit Corporation
Address: 300 College Park Dayton, OH 45469-7053
Federal Tax ID Number: 31-0536715

Make Sure You Have a Plan for All Your Assets.

Download our FREE Personal Estate Planning Kit

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.

Contact

Annual Giving

River Campus 
300 College Park  
Dayton, Ohio 45469 - 7054

888-253-2383 

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