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Planned Giving: Ways to Create a Lasting Legacy

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Giving from Your Retirement Plan


You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce Uncle Sam's cut, and support BrightFocus* far into the future.

How It Works

  • Name or designate BrightFocus Foundation* and/or its program(s) as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to BrightFocus* by contacting your plan administrator
  • Please advise BrightFocus* so we may thank you.

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2015 VirtualGiving.com

*BrightFocus programs are Alzheimer's Disease Research, Macular Degeneration Research and National Glaucoma Research


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2013 VirtualGiving.com

 

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