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Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail
Click to See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
Click to See Diagram
“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts (QCD) Thumbnail
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Planned Giving at Pingree