Gifts of Retirement Assets
(Gift illustration)
How it works
You name the Children's Healthcare of Atlanta as the beneficiary of your IRA, 401(k) or other qualified plan.
After your lifetime, the residue of your plan passes to the Children's Healthcare of Atlanta tax-free.
Benefits
- You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to the Children's Healthcare of Atlanta.
- Give the most-taxed asset in your estate to the Children's Healthcare of Atlanta, and leave more favorably taxed property to your heirs.
- You can continue to take withdrawals during your lifetime.
- You can change the beneficiary if your circumstances change.
For more information
Email us, complete the personal illustration form, or call us at (404) 785-7346 so that we can assist you through every step of the process.
Children's Healthcare of Atlanta Foundation, Inc.
1687 Tullie Circle NE
Atlanta, GA 30329
(404) 785-7346 | Fax: (404) 785-7355