Planned Giving
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 |
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Amy Harrison
Executive Director of Gift Planning
Executive Director of Gift Planning
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