Gift planning

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Gifts of Retirement Assets

Retirement assets (such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan) are an excellent way to make a gift to the Community Foundation. We work with you and your legal and tax advisors to help fulfill your charitable goals while providing maximum tax benefits.

Did you know that 60-65% of your retirement assets may be taxed if you leave them to your heirs at your death? A better option may be to donate the retirement assets to your fund at the Community Foundation. Your estate will benefit from an estate tax charitable deduction from the gift.

Gift of Retirement Assets
Retirement Assets
CFGM

Email Director of Professional Advisor Development Frank Horrell or call him at (901) 722-0027 if you are considering a gift of retirement assets.

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