Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail
Click to
See Diagram		 Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
Click to
See Diagram


“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail
Read More

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer

SCHOOL NEWS

VIEWBOOK

SCHOOL STORE

1794 MAGAZINE

SCHOOL NEWS

VIEWBOOK

SCHOOL STORE

1794 MAGAZINE

Main Campus

10 Main Street

Cheshire, CT 06410

203-272-5396

fax 203-774-1173

ADMISSION OFFICE

(use for GPS)

125 Sheriff Drive

Cheshire, CT 06410

203-439-7250

Cheshire Academy does not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national and ethnic origin, ancestry, age, marital status, disability, or any other characteristic protected by law. This policy applies to, but is not limited to, educational policies, admission, financial aid, hiring and employment practices, use of school facilities, athletics, and other school-administered programs.

Privacy Policy

Privacy Policy

Third Party Pixels and Cookies

When you visit our website, log in, register or open an email, cookies, ad beacons, and similar technologies may be used by our online data partners or vendors to associate these activities with information they or others have about you, including your email address. We (or service providers on our behalf) may then send communications and marketing to these email addresses. You may opt out of receiving this advertising by visiting https://app.retention.com/optout.