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Gifts of Retirement Assets

You can make a gift to ROOF using your retirement assets, such as a 401(K), IRA or other tax-deferred plan. As a 501(c)(3) charity, ROOF is not taxed on gifts of these tax-deferred retirement assets. However, your heirs may be taxed significantly upon inheriting your retirement assets. Through a planned gift of retirement assets, you can make an immediate difference through a gift to ROOF.  

Some of the Benefits:

  • Avoid potential estate tax on retirement assets
  • Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
  • Receive potential estate tax savings from an estate tax deduction

If you are interested in making a gift of retirement assets, please contact us for more information. We would be happy to work with you and your financial advisor to plan a gift that is right for you.