Donate - IRA or other Retirement Account

Both federal and state income taxes will be due on death benefits from an IRA or other retirement plans costing heirs (not a spouse) as much as 40%. If estate taxes also apply, family members might keep as little as 30 cents on the dollar. Giving funds from a retirement account to A Better Way preserves those funds free from tax.

 

Ways of Giving

Gifts of Cash

Neighborhood Assistance Program Tax Credits

Marketable Securities and Stock

Life Insurance

Bequests

Charitable Gift Annuitites

Charitable Remainder Trusts

IRA or other Retirement Account