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Planned Parenthood

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.

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?


Planned Parenthood Federation of America, Inc.
Office of Gift Planning
123 William Street, 10th Floor
New York, NY 10038
800-319-7564 toll-free
212-541-7800 switchboard
212-247-6416 fax
gift.planning@ppfa.org

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