Office of Planned Giving

Gifts of Retirement Account Assets

More and more donors use qualified retirement account assets in their charitable gift planning. The reason: Retirement account assets left to loved ones may be subject to higher taxation than other types of assets.

By using retirement account assets to fund your charitable bequest (and selecting alternative assets to leave to family members) you may be able to reduce taxes that otherwise would be imposed on those assets and leave more to your intended beneficiaries.

Request More Information