Gifts of Retirement Assets
Is this gift for you?
A gift from your Retirement Account is for you if...
- You hold a 401(k), IRA, or other retirement plan.
- You prefer to make a gift to us through your estate plan.
- You want to balance your giving between providing for your family and for us.
- You want to ensure the most efficient distribution of the assets in your estate.
For more information
Email us, complete the personal illustration form, or contact the charitable estate planning representative in your area so that we can assist you through every step of the process.