RETIREMENT PLANS

How to Make Charitable Gifts from your Retirement Plans
Retirement plan assets offer yet another vehicle to support your charitable giving. These include -but are not limited- to IRA’s, 401K, 403b, pension plans, etc. Current tax laws frequently hold retirement plan assets to a high level of income and estate taxes. Utilizing these assets to make a charitable donation may be an effective giving vehicle for you.

Because of the complexity of retirement plans and tax laws, a tax specialist or an attorney should be consulted with prior to making a gift. These professionals can help you develop a strategy for these assets that will best suit your individual financial situation.

For more information, contact Gary L. Nelson, NCHS Foundation Planned Giving Manager at gnelson@nchsfoundation.org or 888-345-1374.