Lifetime Gift from a Retirement Account
(Is this gift for you?)

Related Links

 · 

Gift illustration

 · 

Complete gift description

 · 

Is this gift for you?

 · 

Important reminders

 · 

Gift example

 «

Back

Make a lifetime gift from a retirement account, after careful review, if...

  • You are over age 70.
  • You want to make a significant outright gift to support one of our programs now.
  • Your other charitable contributions for the year have reached your percentage-deduction limitation.

    Or...
  • You are under age 70, and your tax liability for the year will be low.
  • Your other disposable assets are limited.

    In both cases...
  • You have adequate (or surplus) retirement savings.

For more information

Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.





The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.