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Gifts of Retirement Assets
(Gift illustration)

How it works

You name In Touch Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.

After your lifetime, the residue of your plan passes to In Touch Foundation tax-free.

Benefits

  • You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to In Touch Foundation.
  • Give the most-taxed asset in your estate to In Touch Foundation, and leave more favorably taxed property to your heirs.
  • You can continue to take withdrawals during your lifetime.
  • You can change the beneficiary if your circumstances change.

For more information

Email us, complete the personal illustration form, or call us at 800-967-2200 so that we can assist you through every step of the process. Our services are a part of the ministry of In Touch and are without cost or obligation.

In Touch Foundation
3836 DeKalb Technology Parkway
Atlanta,GA 30340
800-967-2200 | Fax: 770-936-6396
Foundation@InTouch.org

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