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LessMore in this section
  • Planned Giving
    • Welcome to Planned Giving
    • Types of Planned Gifts
      • Gifts by Will
      • Beneficiary Designations
      • Gifts That Pay You Income
      • Gifts That Protect Your Property
      • Gifts of Retirement-Plan Benefits
      • Assets to Give
    • Assets 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
    • The Torchlighters Society
    • Donor Stories
      • Jimmy and Vicki Orr
    • Life Stage Gift Planner™
    • Gift Intention Form
    • Bequest Language
    • Compare Gift Options
    • Request a Calculation
    • Blog
    • Glossary
    • Disclaimer
    • Contact Us
    • Newsletter
    • eBrochures
  1. Home
  2. Ways to Give
  3. Welcome to Planned Giving
  4. Types of Planned Gifts
  5. Gifts of Retirement-Plan Benefits
  1. Home
  2. Ways to Give
  3. Welcome to Planned Giving
  4. Types of Planned Gifts

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.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail
Click to See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
Click to See Diagram
“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts (QCD) Thumbnail
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