PLANNED GIVING

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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.


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Meet our Wheeler Society Members


Imogene Bruner Helm '50

"By locking in a future annuity rate, I was able to secure a very attractive rate for me now while making a significant contribution to the Colleges. "

(Deferred Charitable Gift Annuity)


Wheeler Society Booklet