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Is This Gift Right for You?

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Three yes/no questions can help you decide if a gift of retirement plan assets is right for you.

If you can answer yes to each of the following questions, you may find that it makes good sense for you to name us as the beneficiary of your retirement plan assets. If not, we can help you find an option that's a better fit.
  • Do you have savings in retirement plan assets, such as an employee retirement plan, IRA or tax-sheltered annuity?
  • Have you investigated the tax implications of leaving your retirement plan assets to your loved ones versus leaving them to charity?
  • Would you like to make a difference at our organization in the future?

Download a free guide to learn more about whether a gift of your retirement plan assets is right for you.
If you think that a gift of retirement plan assets might be right for you, or if you want to talk about other options for charitable giving, please contact Mark E. Schaal, M.B.A., CSPG at (916) 734-9310 or Planned.Giving@ucdmc.ucdavis.edu.

Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.