Retirement Assets to Support Survivors in Fort Bend County
When you donate retirement assets to charity, you turn savings you may never use into safety, healing, and hope for survivors. Giving part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other deferred plans, is an excellent way to make a gift to Fort Bend Women's Center.
Why Give Retirement Assets?
Retirement assets can also be among the most heavily taxed assets you leave behind, which makes them a thoughtful choice for a charitable gift.
Benefits of gifts of retirement assets
- Avoid potential estate tax on retirement assets
- Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
- Receive potential estate tax savings from an estate tax deduction
Because every financial situation is different, we encourage you to speak with your own tax advisor or plan custodian before you give.
How to make a gift of retirement assets
To leave your retirement assets to Fort Bend Women's Center, you will need to complete a beneficiary designation form provided by your retirement plan custodian.
If you designate Fort Bend Women's Center as a beneficiary, we will benefit from the full value of your gift, because your assets will not be taxed at your passing. Your estate will benefit from an estate tax charitable deduction for the gift.
Contact Us About Gifts of Retirement Assets
To learn more about giving retirement assets, please reach out:
For More Information:
Leslie Wendland | Chief External Affairs Officer
281-344-5756
lwendland@fbwc.org