Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name Compassion & Choices as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to Compassion & Choices
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Compassion & Choices

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

Sam Young, ESQ-LSW
Senior Director of Legacy & Planned Giving
(800) 247-7421, x2152
plannedgiving@compassionandchoices.org

 

Compassion & Choices
8156 S Wadsworth Blvd #E162
Littleton, CO 80128

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