Retirement and IRA Gifts
How does giving a Retirement or IRA Gift work?
Step 1: You designate Safe Horizon as the beneficiary of your IRA, 401(k) or other qualified retirement plan.
Step 2: Any residual left in the plan at the end of life passes to Safe Horizon tax-free.
Retirement and IRA Gifts – Benefits to You
You can escape both income and estate tax levied on the residual left in your retirement account by leaving it to Safe Horizon.
You can continue to take withdrawals during your lifetime.
You can elect to leave retirement plan assets to Safe Horizon through your will or revocable trust instead.
You can be satisfied with the knowledge that the retirement assets that you have worked hard to build will go to benefit the families that Safe Horizon helps through its programs.
Back to Planned Gifts page.