Gifts From Your Retirement Plan

Your retirement plan may be worth more when donated to AARP Foundation than to your heirs.

How It Works

Name AARP Foundation as a beneficiary of your IRA, 401(k) or other qualified plan.
Designate us to receive all or a portion of the balance of your plan through your plan administrator.
The balance in your plan passes to AARP Foundation after your passing.

Benefits

Avoid the double taxation your retirement savings would incur if you designated your heir(s) as beneficiary(ies).
Continue to take regular lifetime withdrawals.
You can revoke us as a beneficiary if your family's needs change.

More detail on retirement plans.
Frequently asked questions on retirement plans.
contact the Gift Planning Team so we can assist you through every step.

contact GIFT PLANNING

We can help you create a personalized gift that best suits your needs and goals. Request information

Meet the members of the Gift Planning team and contact them with questions or comments. Contact the Gift Planning team

The material presented on this website illustrates general concepts and ideas in charitable
gift planning, but is not offered as professional estate planning, legal or tax advice.
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