Gifts from Retirement Plans

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

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See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail

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See Diagram


IRA Rollover Gifts:
Aged 70½ or Older
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail

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See Diagram

 

More Information

Contact Us

David A. Rutherford
Assistant Vice President for Principal Gifts and Gift Planning
Phone: 561-297-2119
E-mail: druthe7@fau.edu

 

FAU Foundation
Office of Gift Planning
777 Glades Road, ADM 247
Boca Raton, FL 33431

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