Retirement Plan Gifts

You may have accumulated funds in your company pension plan, Individual Retirement Account (IRA), or other private fund, which are beyond your needs or potentially subject to the federal excise tax on over-funded retirement plans.

It may be convenient and tax wise in such a case to make a current or future charitable gift from those accounts. Please consult your tax advisor or retirement plan administrator to determine if this type of charitable gift meets your planning needs.

For additional information about planned giving options, contact Karla Whelchel at 480-214-5728 or request information online.