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Giving from Your Retirement Plan

Gift of Retirement Plan Diagram

You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support Knights Templar Eye Foundation, Inc. far into the future.

How It Works

  • Name or designate Knights Templar Eye Foundation, Inc. as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to Knights Templar Eye Foundation, Inc. by contacting your plan administrator.
  • Important! Tell Knights Templar Eye Foundation, Inc. about your gift. Your plan administrator is not obligated to notify us. So if you don't tell us, we may not know.

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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