Retirement fund or IRA
Change Your Beneficiary
How does it work?
Retirement savings are an easy and risk-free way to fund your legacy.
If you own a retirement plan such as an IRA, 401K, or 403B, you can leave a lasting legacy and maximize your charitable impact with significant tax savings for your heirs.
Simply fill out a beneficiary designation form provided by your retirement account holder. Name the organization(s) you have chosen to receive a legacy gift as the beneficiary(ies). You may choose to designate either a percentage or the entirety of your retirement plan in this risk-free way.
What are the benefits
Qualified Charitable Distribution (QCD) can be made directly from and IRA annually if you are 701/2 or older.