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Gift Planning: Ways to Create a Lasting Legacy

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Giving from Your Retirement Plan


How It Works

  • Name BrightFocus Foundation* and/or its program(s) as a beneficiary of your IRA, 401(k), or other qualified plan.
  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.
  • Pass the balance in your plan to BrightFocus* after your death.

Benefits

  • Avoid the potential double taxation your retirement savings would face if you designated these savings to your heirs.
  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.

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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 © 2014 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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