Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

 

Lifetime Gifts Click to See Diagram

Estate Gifts Click to See Diagram

 

Lifetime Gifts: 70½+

Click to
See Diagram

 

Back

© Pentera, Inc. Planned giving content. All rights reserved.