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Gifts from retirement plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime gifts—IRA rollovers
Gifts from Retirement Plans During Life Thumbnail
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see diagram
Estate gifts
Gifts from Retirement Plans at Death Thumbnail
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see diagram


“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail

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