Gift of Retirement Assets
If you are like most people, you probably will not use all of your retirement assets during your lifetime. Make a gift and help further our mission.
Give your retirement assets to GiftPlanning.com
If you leave your retirement assets to your heirs, 50%-60% may be taxed in your estate and taxed to your heirs as income. Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to GiftPlanning.com. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.
How to transfer your retirement assets
Your retirement assets may be transferred to GiftPlanning.com by completing a beneficiary designation form provided by your plan custodian. If you designate GiftPlanning.com as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. If you have a taxable estate, your estate will benefit from an estate tax charitable deduction for the gift.
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