Gifts of Retirement Assets
(Is this gift for you?)
A gift from your Retirement Account is for you
if...
- You hold a 401(k), IRA, or other
retirement plan.
- You prefer to make a gift to
us through your estate plan.
- You want to balance your giving
between providing for your family and for us.
- You want to ensure the most efficient
distribution of the assets in your estate.