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Personal Calculators

Lifetime Gift from a Retirement Account
(Is this gift for you?)

Make a lifetime gift from a retirement account, after careful review, if...

• You are over age 70.
• You want to make a significant outright gift to support one of our programs now.
• Your other charitable contributions for the year have reached your percentage-deduction limitation.
  
  Or...
• You are under age 70, and your tax liability for the year will be low.
• Your other disposable assets are limited.
  
  In both cases...
• You have adequate (or surplus) retirement savings.

For more information

Email us, complete the personal illustration form, or call us at 916-251-1715 so that we can assist you through every step of the process.