Gift of Retirement Assets
- Avoid income and estate tax of your retirement account by naming CRSJ as the beneficiary
- Change the beneficiary at your discretion
- Continue to receive retirement benefits during your lifetime
How to make a gift of retirement assets
You will need to complete a beneficiary designation form provided by your retirement plan custodian to leave your retirement assets to CRSJ. If you designate CRSJ as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
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