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Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call (626) 568-7347. A member of our Planned Giving Team will be very pleased to help you.
 

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Gift of Retirement Assets

Gift of Retirement Assets
Retirement Assets
CPUMF
What To Give
A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to California-Pacific United Methodist Foundation.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. Make a gift and help further our mission.

Leave your retirement assets to us

Did you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to California-Pacific United Methodist Foundation. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

How to transfer your retirement assets

Your retirement assets may be transferred to California-Pacific United Methodist Foundation by completing a beneficiary designation form provided by your plan custodian. If you designate California-Pacific United Methodist Foundation as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

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