Retirement-plan benefits are very likely a significant portion of a donor's 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. Please contact us for more information on gifts from retirement plans!

• Gifts from Retirement Plans During Life
• Gifts from Retirement Plans at Death
• “IRA Rollover” Gifts (QCD)