Retirement Plan Assets

Gifts of Retirement Plan Assets: Getting Started

Learn how to shield your heirs from taxes by using retirement plan assets to fund your dreams for our future.

Is This Gift Right for You?

Use this checklist to see if a gift of retirement plan assets is a good option for you.

Case Study

See why this single mom decided to name a charity as beneficiary of her IRA.

How to Complete Your Gift

Changing the beneficiary of your retirement plan assets is as simple as filling out a form.

Action Items

Take advantage of our online resources to get you started.