Gifts From Your Retirement Plan — Estate Distributions

Gift of Retirement Plan Diagram

How It Works

  • Name Planned Parenthood Federation of America, Inc., as a beneficiary of your IRA, 401(k), or other qualified plan.
  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.
  • The balance in your plan passes to Planned Parenthood after your death.

Benefits

  • Avoid the double taxation your retirement savings would incur if you designated your heir(s) as beneficiary(ies).
  • Continue to take regular lifetime withdrawals.
  • You can revoke us as a beneficiary if your needs change.

70 ½ or older? Make a “Tax-Free” Gift Through Your IRA

Qualified Charitable Distribution (IRA Rollover)
Note: The SECURE Act increased the MRD (Minimum Required Distribution) age from 70½ to 72. The age for a Qualified Charitable Distribution (QCD), however, still remains at 70½.


Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers

How do I arrange a gift from my retirement plan?

What are the tax implications of a gift of retirement plan assets?