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Gifts from Your Retirement Plan: FAQs

How do I arrange a gift from my retirement plan?Layer Closed

Simply contact your IRA or retirement plan administrator and request a copy of the Change of Beneficiary Form. You can fill this in as you wish and include HWS for a portion or all of the remainder of your plan’s assets.

What are the tax implications of a gift of retirement plan assets?Layer Closed

For gifts at death, any portion of your retirement plan assets that are given to a qualified charity will also qualify for income tax, inheritance tax, and federal and state estate tax deductions as applicable to the size of your estate and your state of domicile. Any assets coming out of your plan to your heirs may be subject to all of the taxes mentioned above.



The material presented on this Planned Giving website is not offered as legal or tax advice.
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Meet our Wheeler Society Members

Laura Strickler '94

"I would recommend to others who are thinking about planned giving to do it early, before you have kids. Carve out a little chunk to give to the Colleges and you'll never miss it."

(Retirement Plan)

Wheeler Society Booklet