Planned Gifts – Gifts of IRAs or Other Retirement Benefits

Soon after the age of 70 ½ years, most people are required to make taxable withdrawals from their IRA or other qualified retirement plan. However, recent laws allow you to accumulate more retirement money by reducing the amount that you must withdraw. This will help your asset to grow and be used for your needs, for your loved ones, or perhaps to support the work of the D'Youville Foundation. A tax-exempt charity like the D'Youville Foundation could make full use of whatever amount you specify because it will not incur any tax requirements due to its nonprofit status.

If your plan is with your employer, simply contact the plan administrator so they can provide you with a change of beneficiary form. For an IRA, request the same change of beneficiary form from the institution that handles your account.

For further information, please contact the D'Youville Foundation Office at (978) 569-1055.