- Welcome to Gift Planning
- How to Give
- Gifts by Will
- Beneficiary Designations
- Gifts That Pay You Income
- Gifts That Protect Your Assets
- Gifts of Retirement-Plan Benefits
- Gifts by Estate Note
- What to Give
- What to Give
- Cash, Checks, and Credit Cards
- Beneficiary Designations
- Gifts of Appreciated Securities
- Gifts of Retirement-Plan Benefits
- Gifts of Life Insurance
- Tangible Personal Property
- Gifts of Real Estate
- Closely Held Business Stock
- Join Our Legacy Society
- Donor Stories
- Gift Intention Form
- Bequest Language
- Life Stage Gift Planner™
- Blog
Gifts of Retirement-Plan Benefits
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.
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