Gifts of Retirement Assets
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
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 from 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.
Please contact us if you would like to learn more about gifts of retirement assets.
For More Information:
Leslie Wendland | Chief External Affairs Officer