Retirement Plans

Make a Future Gift of Retirement Assets

Retirement assets are not always great assets to leave to heirs as they may be subject to estate taxes. Your heirs will also have to pay income tax on the inherited value of the IRA. Additionally, laws have recently changed regarding IRA transfers to non-spouse heirs.  

 For that reason, many people leave stocks, bonds, and real estate to their heirs and give their IRA or other retirement assets to charity.

Benefits of Gifts of Retirement Assets

  • You remain in control of your assets during your lifetime 
  • You can modify your plans if your needs change 
  • Favorable tax results for your heirs 

How to Make a Gift of Retirement Assets

You can name Four Seasons Foundation as a sole beneficiary, co-beneficiary, or contingent beneficiary of your IRA, 401(k), or other tax-deferred retirement plans. After your lifetime, the residue of your plan passes to Johns Hopkins tax-free and to any other named heirs. 

 Contact your retirement plan administrator to request a beneficiary designation form.

contact us

Have questions, or need help setting up a gift in your will or trust?

Call our Director of Development Stephanie Wilson. If you’ve already set up a gift in your will or trust, please let us know so that we can recognize you.

Phone: 828.513.2440

Read Planned Giving Donor Stories on Our Blog

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