Logo of Assistance League North Coast
Logo of Assistance League North Coast

Retirement Plan Assets

A gift of retirement assets, such as your IRA, 401k, 403b, pension or other tax deferred plan is an excellent way to make a contribution.
HAVE QUESTIONS?

There are several advantages that come with giving Retirement Assets

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

  • A charity is not taxed when receiving an IRA or other retirement asset as a gift.
  • Transferring your retirement asset is easy to do.
  • There is a beneficiary designation form that you can get from your plan’s custodian.
  • ALNC will receive full value if you designate it as beneficiary.
  • Your retirement plan will not be taxed at your death.
  • In addition, you can leave a meningful gift for ALNC.

Should you have questions about making one of these gifts please contact:
‍‍Pam Whitaker: pam@alnc.org
Marcia Carucci: marcia@alnc.org

What's Next?

  1. Contact Pam Whitaker at pam@alnc.org or Marcia Carucci at marcia@alnc.org for additional information on legacy giving.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name Assistance League of North Coast in your plans, please use our legal name and federal tax ID.

Legal Name: Assistance League ® of North Coast
Address: 1816 Oceanside Blvd Suite F Oceanside, Ca 92054
Federal Tax ID Number: 33-0530220

Download our Legacy of Giving Brochure to find out what gifts will work best for you.

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Planned Giving is a great way to support ALNC. Schedule a call with us and get started today!
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Contacts for
Legacy Giving:
Pam Whitaker
pam@alnc.org
Marcia Carucci
marcia@alnc.org
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.