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.