Gifts of Retirement Plan Assets

 

Recent federal tax law changes and proposals are designed to make charitable gifts from retirement plans even more attractive and simple.  Under the right circumstances, gift of these assets can be made to charity on a tax-free basis during and/or following your lifetime.  For more information on the new Charitable IRA opportunity created through the Pension Protection Act of 2006, click here.

 

      ·  Making a Gift of Cash (Online, Check, Credit Card)

      ·   Gifts of Stock

      ·   Gifts of Life Insurance

      ·   Gifts of Mutual Fund

      ·   Gifts of Personal Property of Collectibles

      ·   Gifts of Real Estate

      ·   Honor or Memorial Gifts

      ·   A Gift that provides you or others with an income stream

      ·   Gift Through Your Will or Living Trust