CALENDAR OF EVENTS

Retirement Plan Assets


While a will may be the first giving vehicle that people consider when making a planned gift to charity, a gift of retirement plan assets could also benefit the Hoover Presidential Foundation. Many donors have found it desirable to use their retirement plans for charitable giving purposes.
 
Using your qualified retirement account, such as an IRA, 401(k), Keogh, or SEP as an asset for charitable purposes may even help you maximize your gifts to loved ones. Your retirement plan assets may be the most heavily taxed and perhaps not the best asset to leave your heirs. As a non-profit, the Hoover Presidential Foundation, is tax-exempt and will receive the full amount of what you designate to us from your plan. 
 
You can easily name the Hoover Presidential Foundation as the primary beneficiary, or for a percentage or a specific amount of your retirement plan by updating your beneficiary designation form through your plan administrator. You can also make us the contingent beneficiary so that we will receive the balance of your plan only if your primary beneficiary doesn't survive you.
 
Either way, you’ll be maximizing your charitable gift while making an impact on the Hoover Campus.

However you’ve structured your gift of retirement plan assets, please let us know you planned for us in your estate so we can thank you!
 
Contact Mundi McCarty, Hoover Presidential Foundation Director of Development at MMcCarty@HooverPF.org or 319-643-5327 for more information.




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

Ways to Give:

 
 
 
 
While a will may be the first giving vehicle that people consider when making a planned gift to charity, a gift of retirement plan assets could also benefit the Hoover Presidential Foundation. Many donors have found it desirable to use their retirement plans for charitable giving purposes.
 
Using your qualified retirement account, such as an IRA, 401(k), Keogh, or SEP as an asset for charitable purposes may even help you maximize your gifts to loved ones. Your retirement plan assets may be the most heavily taxed and perhaps not the best asset to leave your heirs. As a non-profit, the Hoover Presidential Foundation, is tax-exempt and will receive the full amount of what you designate to us from your plan. 
 
You can easily name the Hoover Presidential Foundation as the primary beneficiary, or for a percentage or a specific amount of your retirement plan by updating your beneficiary designation form through your plan administrator. You can also make us the contingent beneficiary so that we will receive the balance of your plan only if your primary beneficiary doesn't survive you.
 
Either way, you’ll be maximizing your charitable gift while making an impact on the Hoover Campus.

However you’ve structured your gift of retirement plan assets, please let us know you planned for us in your estate so we can thank you!
 
Contact Mundi McCarty, Hoover Presidential Foundation Director of Development at MMcCarty@HooverPF.org or 319-643-5327 for more information.


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

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DONOR ADVISED FUNDS

CHARITABLE IRA ROLLOVER

MAKE A PLANNED GIFT

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WILL OR BEQUEST

RETIREMENT PLAN ASSETS

LIFE INSURANCE POLICY