Gifts of Retirement Plans
Click Here for Detailed Explanation
How It Works
You name The Children's Aid Society as
the beneficiary of your IRA, 401(k) or other qualified plan. |
|
Any residual left in your
plan at your death passes to Children's Aid tax-free. |
Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You can elect to leave retirement plan assets to Children's Aid through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support The Children's Aid Society when you are gone.
More
- Read more detail. Click here.
For more information
If you are considering a gift of a retirement plan, email us, complete the personal illustration form, or call us at 212-949-4937.
