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Gifts of Retirement Assets
(Gift illustration)

How it works

You name St. Jude Children's Research Hospital as the beneficiary of your IRA, 401(k) or other qualified plan.

After your lifetime, the residue of your plan passes to St. Jude Children's Research Hospital tax-free.

Benefits

  • You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to St. Jude Children's Research Hospital.
  • Give the most-taxed asset in your estate to St. Jude Children's Research Hospital, and leave more favorably taxed property to your heirs.
  • You can continue to take withdrawals during your lifetime.
  • You can change the beneficiary if your circumstances change.

For more information

E-mail us, complete the personal illustration form or call us at (800) 395-1087 so that we can assist you through every step of the process.


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