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Enewsletter Estate Planning Guide

Gift Planning

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Make a Future Gift of Retirement Assets

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 Notify us of your IRA gift
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Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

Beneficiary Designation Gifts

How to make a beneficiary designation gift

Beneficiary designations gifts allow a donor to leave part or all of an asset, such as an IRA, 401(k), 403(b), pension, or other investment account to family or a designated organization after their death. The majority of people will not use all of their retirement assets during their lifetime and designating unused retirement assets as a gift is an easy process.

Simply request and complete a beneficiary designation form provided by your retirement plan custodian. If you designate The Wilds Christian Association, Inc. as a beneficiary, we will benefit from the full value of your gift as your retirement assets will not be taxed after your death. Your estate will also benefit from an estate tax charitable deduction for the gift.

Flowchart: Donor executes designation form with account custodian to designate TWCA as beneficiary of a retirement, investment or bank account.

Benefits of gifts of retirement assets

  • Simplify your planning
  • Support the causes you care about
  • Continue to use your account as long as you need to
  • Heirs will receive tax-advantaged assets from the estate
  • Receive potential estate tax savings from an estate tax deduction

Future gifts from your retirement assets

Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? An alternative option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to The Wilds Christian Association, Inc. As a charitable ministry, we are not taxed upon receiving an IRA or other retirement plan assets. You can use the "Make a Future Gift of Retirement Assets" tool at the top of the page to contact your retirement plan custodian and designate a future gift to The Wilds Christian Association, Inc.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions you may have.

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