Charitable Gifts for the Future - Individual Retirement Accounts

You can help your heirs save on taxes by naming the Foundation as the leading beneficiary of your Individual Retirement Account (IRA) and establishing a charitable trust. The trust provides income for your children or loved ones for 20 years, after which the balance is used to create a permanent fund in your name through the Foundation. Your heirs actually will receive more income from the IRA than if they had been named the beneficiaries outright.

You also have the option of naming the Foundation as the sole beneficiary of your IRA. The entire IRA will then become a charitable gift, eliminating income and estate taxes that would otherwise be taken by the federal government.

Other Charitable Gifts for the Future:

Bequests

Charitable Gift Annuity

Charitable Remainder Trust

Pooled Income Fund

Charitable Lead Trust

Life Insurance

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