Planned Giving (In General)
Do you have money saved in an employee retirement plan, IRA or tax-sheltered annuity? Each of these retirement plan assets contains income that has yet to be taxed. Your beneficiaries will owe the income tax at your death, totaling up to 35 percent, which may be reason enough to consider giving your loved ones less heavily taxed assets and leaving your retirement plan assets to charity instead.
Gifts of Retirement Plan Assets: Getting Started
Learn how to shield your heirs from taxes by using retirement plan assets to fund your dreams for our future.
Is This Gift Right for You?
Use this checklist to see if a gift of retirement plan assets is a good option for you.
See why this single mom decided to name a charity as beneficiary of her IRA.
How to Complete Your Gift
Changing the beneficiary of your retirement plan assets is as simple as filling out a form.
Take advantage of our online resources to get you started.
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