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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.

Please note: The purpose of this website is to provide general gift, estate, and financial planning information. The Community Foundation for Northeast Florida is not engaged in providing legal or tax counsel. For advice or assistance in specific cases or whether to make certain a contemplated gift fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained.

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245 Riverside Avenue, Suite 310
Jacksonville, FL 32202
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The Community Foundation for Northeast Florida

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