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.
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There are several advantages that come with giving Retirement Assets

Did you know that 60-65% of your retirement assets maybe 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 and your estate will benefit from a charitable tax deduction for making the gift. In addition, you can leave a meaningful gift for ALNC.

Should you have questions about making one of these gifts please contact:
‍Pam Whitaker: (760 845-9196) or pam@alnc.org

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
Planned Giving:
Pam Whitaker
760-845-9196
pam@alnc.org
Marcia Carucci
760-207-4758
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.