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Lifetime Gift from a Retirement Account
(Is this gift for you?)
Make a lifetime gift from a retirement account, after careful review, if...
- You are over age 70.
- You want to make a significant outright gift to support one of our programs now.
- Your other charitable contributions for the year have reached your percentage-deduction limitation.
Or... - You are under age 70, and your tax liability for the year will be low.
- Your other disposable assets are limited.
In both cases... - You have adequate (or surplus) retirement savings.
For more information
Email us, complete the personal gift proposal form, or call us at 510-642-6300 so that we can assist you through every step of the process.
