Gifts of Retirement Assets
Retire with a Purpose
You’ve worked hard and planned for your future by saving for retirement. But have you thought about what will give your retirement meaning and purpose?
A gift of your retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to support Driscoll Children's Hospital and help future generations of children.
Leaving your retirement assets to Driscoll is a tax-smart thing to do
Did you know that 60%-65% of your retirement assets may be taxed if you leave them to your heirs at your death?
Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to Driscoll Children’s Hospital.
As a charity, we are not taxed upon receiving an IRA or other retirement plan assets, so 100 percent of your gift goes to help the children we serve.
- Check your retirement account statement for the phone number and website of your plan administrator. Request or download a beneficiary designation form.
- Designate Driscoll Children’s Hospital as sole, partial or contingent (if one or all of your primary beneficiaries predecease you) beneficiary.
- Sign and return the form to your plan administrator, and keep a copy for your files.
- Notify us so we can thank you.
If you would like more information on planned giving, please contact Sean Pieri, Vice President of Development, at (361) 694-6405 or email@example.com.