Gifts of Retirement Assets

A man sitting in a fold-out chair, his grandson in his lap, and his granddaughter hugging him. They're all smiling.

Retire with a Purpose

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.

Leaving your retirement assets to Driscoll is a tax-smart thing to do

Did you know that 60%-65% of your retirement assets may be taxed if you leave them to your heirs at your death?

Another option is to leave 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.

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.

 
Get it Done in 4 Easy Steps
  1. Check your retirement account statement for the phone number and website of your plan administrator. Request or download a beneficiary designation form.
  2. Designate Driscoll Children’s Hospital as sole, partial or contingent (if one or all of your primary beneficiaries predecease you) beneficiary.
  3. Sign and return the form to your plan administrator, and keep a copy for your files. 
  4. Notify us so we can thank you.

 

If you would like more information on planned giving, please contact Sean Pieri, Vice President of Development, at (361) 694-6405 or development@dchstx.org.