Gifts of Retirement Assets

Thanks to decades of deliberate saving, you may be a retiree who has more retirement assets – such as an Individual Retirement Account -- than you need for daily living and long-term care.

Retirement accounts can be subject to layers of estate, federal and state income taxes. For some accounts, the combination of these taxes can be as high as 75 to 85 percent.

The 15-25 percent that your heirs would have received can be replaced with an asset replacement trust.

We can walk you through the simple process of how to make a fund at The Philadelphia Foundation the beneficiary, so that your dollars instead support the community.

Schedule a confidential conversation with our professional staff about donating your retirement assets. Email us

or call (215)563-6417.

Contact Us

1835 Market Street, Suite 2410 | Philadelphia, PA 19103-2968 | Directions

Phone: 215-563-6417 | Email Us

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1835 Market Street, Suite 2410
Philadelphia, PA 19103

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