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  • Gifts from Retirement Plans

Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail
Click to See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
Click to See Diagram
“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts (QCD) Thumbnail
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  • Gift and Legacy Planning
  • How to Give
    • Gifts by Will
    • Beneficiary Designations
    • Gifts That Pay You Income
    • Gifts That Protect Your Assets
    • Gifts from Retirement Plans
    • Gifts by Estate Note
  • What to Give
    • Gifts of Cash, Checks, and Credit Cards
    • Beneficiary Designations
    • Gifts of Appreciated Securities
    • Gifts from Retirement Plans
    • Gifts of Life Insurance
    • Tangible Personal Property
    • Gifts of Real Estate
    • Closely Held Business Stock
  • Marist Legacy Society
    • Scholarships
    • Donor Impact Stories
    • Student and Alumni Stories
  • Resources
    • How Do We Use Your Gifts?
    • Gift Intention Form
    • Bequest Language
    • Compare Gift Options
    • Life Stage Gift Planner™
    • Blog
    • Glossary
  • Contact Us
    • Request a Calculation
    • Newsletter Sign-Up
    • Request eBrochures
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Marist University, 3399 North Road, Poughkeepsie, NY 12601 | 845.575.3000
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