Retirement Plans

A gift of your retirement assets [IRA, 401(k), 403(b), pension or other tax-deferred plan] is an excellent way to make a gift. If you are like most people, you probably will not use all of your retirement assets during your lifetime, and 50%-60% of your retirement assets may be taxed if you leave them to your heirs. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets, and your charitable support can impact the lives of many. 

The Wolf Foundation can be listed as a primary or secondary beneficiary of retirement plans such as:

  • Tax-Sheltered Annuity
  • Individual Retirement Account (IRA)
  • Keogh Retirement Account
  • 403B or 401K plans
  • Profit Sharing Plan

To establish the CDS Wolf Foundation as the beneficiary for your retirement plan, please contact: Tom DeRoller, Executive Director at 347-1205 or send us an email.