|
Gifts of Retirement Plans
Click Here for Detailed Explanation
How It Works
 |
You name Eckerd College as
the beneficiary of your IRA, 401(k) or other qualified plan.
|
 |
Any residual left in your
plan at your death passes to Eckerd College tax-free.
|
Benefits
- You can escape both income AND estate tax
levied on the residual left in your retirement account by leaving it to charity.
- You can continue to take withdrawals during
your lifetime.
- You can change your beneficiary if your circumstances
change.
- You can elect to leave retirement plan assets
to Eckerd College through your will or revocable trust instead.
- You can have the satisfaction of knowing
that your hard-earned retirement assets will support Eckerd College when
you are gone.
More
For more information
If you are considering a gift of a retirement plan, email us,
complete the personal illustration form, or
call us at (727) 864-8229.
Judi Schraer
Director of Gift Planning
Eckerd College
4200 54th Avenue South
St. Petersburg, FL 33711
(727) 864-8229
|
