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Home / Ways to Give / Planned Giving / Retirement Plan Assets

Retirement Plan Assets

A retirement plan is the basis for a financially secure future. At death, however, retirement accounts are often subject to income and estate taxes.

Many of taxes can be avoided or reduced through a carefully planned charitable gift.

Retirement plan assets as charitable gifts avoid both estate and income taxes. One hundred percent of your retirement plan balance directly supports your philanthropic wishes.

The simplest way to donate the balance of a retirement account is to include the Institute as the beneficiary on the beneficiary form provided by your retirement plan administrator.

For more information

Contact Lynn Fisher, Senior Director, Major Gift Programs at 313.576.8119,

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