We hope our website has answered many of your questions about supporting our mission through a gift of retirement plan assets after your lifetime. Follow these action steps to put what you've learned in motion.
- Download a free guide to learn more about gifts of retirement plan assets.
- Contact Don Harris at 407-839-5050 or DHARRIS@wservices.org to discuss your particular situation and to ask any questions you may have about supporting our mission with a gift of retirement plan assets after your lifetime. We're here to help.
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.