1-800-395-1087
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Gifts of Retirement Assets
(Gift illustration)
How it works
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You name St. Jude Children's Research Hospital as the beneficiary of your IRA, 401(k) or other qualified plan. |
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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.
