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In this Section
  • Gift Planning
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Gifts From Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail
Click to See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
Click to See Diagram
“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts (QCD) Thumbnail
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In This Section

Gift Planning

  • Gift Planning
  • Rush Heritage Society
  • Types of Planned Gifts
    • Gifts Through Your WIll
    • Beneficiary Designations
    • Gifts That Pay You Income
    • Gifts That Protect Your Assets
    • Gifts From Retirement Plans
    • Gifts by Estate Note
  • What to Give
    • Gifts of Cash, Checks, and Credit Cards
    • Beneficiary Designations
    • Gifts of Appreciated Securities
    • Gifts From Retirement Plans
    • Gifts of Life Insurance
  • Planned Giving Stories
  • Resources
    • Life Stage Gift Planner™
    • Compare Gift Options
    • Top Planned Giving News
    • Bequests
  • Contact Us
    • Sign Up for Our Newsletters
    • Request eBrochures
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All physicians featured on this website are on the medical faculty of Rush University System for Health, Rush Copley Medical Center or Rush Oak Park Hospital. Some of the physicians featured are in private practice and, as independent practitioners, are not agents or employees of Rush University System for Health, Rush Copley Medical Center or Rush Oak Park Hospital.