You’ve worked hard and planned for your future by saving for retirement. But have you thought about what will give your retirement meaning and purpose? A gift of your retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to support Driscoll Children's Hospital and help future generations of children.
Donating Retirement Assets to Driscoll Makes Tax-Sense.
Did you know that 60 to 65 percent of your retirement assets may be taxed if you leave them to your heirs at your death? Consider leaving your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to Driscoll Children’s Hospital. All individual circumstances will vary; as will all tax and estate planning, please consult your attorney or estate specialist.
As a charity, we are not taxed upon receiving an IRA or other retirement plan assets, so 100 percent of your gift goes to help the children we serve.
Donate in 4 Easy Steps:
If you have any questions about making a planned gift of retirement assets, please contact Sean Pieri, Vice President of Development, at (361) 694-6405 or [email protected].
