Retirement Accounts

Most retirement plans are tax-deferred, meaning that you do not pay income tax on the assets in a retirement plan until they are distributed to you. Because any retirement assets that are unused during your lifetime may be subject to both income and estate taxes, these may be among the costliest assets to distribute to loved ones through your estate.

But a retirement asset can make an ideal gift to a tax-exempt charitable organization. Under most circumstances, the full value of a gift will ultimately be transferred to the charity, tax-free; and your estate may receive valuable tax savings.

Naming or changing your beneficiary is simple. After checking with your advisors, ask the administrator of your retirement plan for a beneficiary designation form, fill it out, and return it to the administrator.


To find out more, including our tax identification number and other resources regarding planned giving, please email our Planned Giving Coordinator, or call 1-800-841-7299.. Donations to Green Corps are tax-deductible in many circumstances. Please seek the guidance of your attorney or financial advisor when making changes to your estate plan.

Click here for other ways to give.

Green Corps is part of The Public Interest Network, which operates and supports organizations committed to a shared vision of a better world and a strategic approach to getting things done.