/ Welcome to Gift Planning / Ways to Give / Gifts from Retirement Plans

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
gifts-of-retirement-assets-lifetime.png
Click to
See Diagram
Estate Gifts
gifts-of-retirement-assets-estate.png
Click to
See Diagram


IRA Rollover Gifts:
Aged 70½ or Older
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail

Click to
See Diagram

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