b'RETURN SERVICE REQUESTEDNON-PROFITUS POSTAGE PAIDHUNTINGTON, WVONE JOHN MARSHALL DRIVE PERMIT206HUNTINGTON, WV 25755-6021@MARSHALLFOUNDATION @MUFOUNDATION @THEMUFOUNDATIONProtect the People and Causes You Love 3 Tips to Protect Your Charitable PlanNaming a loved one or favorite charity such as the Marshall University Foundation as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to make a future gift with lasting impact. We encourage you to go one step further and notify those beneficiaries of the choices you have made.Informing these beneficiaries helps preserve your intentions and ensures that they are able to follow your wishes.Protect the people and charities you love by following these simple steps in naming your beneficiaries:Review your beneficiary designations periodically, as circumstances may change throughout your lifetime.Alert your beneficiaries that you have a life insurance policy or have named them as a beneficiary of a retirement plan.Share the location and details of the policy or plan with your beneficiaries.As you update your beneficiary designations, please consider making a gift of a life insurance policy or retirement plan to the Marshall University Foundation so that we can continue affecting the lives of students for generations to come. Then notify us of your plan so that we can carry out your wishes as intended and thank you for your gift.If youd like to learn more about how to support future Sons and Daughters of Marshall, please e-mail [email protected] or call 304-696-3388. Information may also be accessed on our website, www.marshall.edu/foundation, under the Planned Giving tab.The information in this publication 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.'