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Giving from Your 401k or IRA Retirement Plan

You’ve worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support Forever In My Heart Foundation far into the future.

How It Works

  • Name or designate the Forever In My Heart Foundation as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets toForever In My Heart Foundation by contacting your plan administrator.
  • Important! Tell Forever In My Heart Foundation about your gift. Your plan administrator is not obligated to notify us, so if you don’t tell us, we may not know.

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family’s needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account

Next

Contact us so we can assist you through every step here.

Joanna Targonski

DONATION & WILL DEPARTMENT joanna.targonski@gmail.com

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For any questions regarding Planned Giving please contact our Estate and Gift planning specialist for free advice and information below: