Gifts of Retirement Assets
Simple Ways to Leave a Legacy to A.R.E.
Giving Retirement Assets to A.R.E.
Retirement funds, such as a 401(k) or IRA, can be a great asset to leave to the A.R.E. Without careful planning, over 70% of retirement assets could end up going to pay estate and income taxes.
You might consider leaving 100% of your retirement assets (the balance in your retirement account upon your death or upon the death of your spouse) to A.R.E. and leaving other assets to your family that carry less tax liability.
It’s easy – just complete a Beneficiary Designation or similar form and list A.R.E. as beneficiary. Should you need additional guidance in completing Change of Beneficiary Forms to name A.R.E., please contact us.
For information about donating your IRA Required Minimum Distribution TAX-FREE this year, learn more about IRA Charitable Rollovers.
Please note, the information on this site is not intended to be legal or financial advice. If you decide to support the Association for Research and Enlightenment, Inc., the Edgar Cayce Foundation, or Atlantic University through a planned gift, please consult your attorney or tax advisor. They are in the best position to assess your personal situation and provide guidance. A.R.E., the Edgar Cayce Foundation, and Atlantic University are all 501 (c) (3) tax exempt public charities.