Retirement Plan Assets

Gifts of Retirement Plan Assets: Getting Started
Learn how to shield your heirs from taxes by using retirement plan assets to fund your dreams for our future. More

Is This Gift Right for You?
Use this checklist to see if a gift of retirement plan assets is a good option for you. More

Case Study
See why this single mom decided to name a charity as beneficiary of her IRA. More

How to Complete Your Gift
Changing the beneficiary of your retirement plan assets is as simple as filling out a form. More

Action Items
Take advantage of our online resources to get you started. More