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What’s the advantage in making IONS the beneficiary of my retirement plan?
“I have been involved with five Community Groups over the years and our discussions and interactions are a vital part of the benefit IONS provides me. In my working years, supporting IONS meant including the Institute regularly in my benevolent giving. In my retirement years, it has meant increasing that giving and including the Institute in my estate planning.”
–Keith Van Vliet
Author, Perception's Journey
A designation in your IRA or another retirement plan can be a cost-effective way to make a gift to IONS. If you leave your retirement plan to your family, they will have to pay income tax on either a lump-sum distribution or the income stream from the plan. IONS does not pay this tax. Here’s an example of what this can mean to your heirs:
A widower died a few years ago. He left his $300,000 house to charity and his $300,000 retirement plan to his relatives, but he should have done just the opposite. The relatives had to pay income tax on the $300,000 in the retirement plan—an $80,000 cost to them. If instead they had received the home and the charity had received the retirement plan, no one would have paid income tax.
For more on the advantages of retirement gifts to IONS, contact Kathleen Erickson-Freeman at 707-779-8232 or KathleenFreeman@noetic.org.