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]

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