Retirement Account Assets

Retirement plan assets are some of the most tax-efficient assets to transfer to charity upon your death.

Deferred income tax and estate taxes can erode the value of retirement assets; in some cases, the combination of taxes can reach as high as 80 percent, leaving very little for your heirs. By leaving retirement assets to your Community Foundation fund, you can preserve 100% of your hard-earned assets for the good of the community – forever.