Gifts of Retirement Plans

How It Works

	You name Shell Point as the beneficiary of your IRA, 401(k) or other qualified plan.
	Any residual left in your plan when you pass on passes to Shell Point tax-free.

Benefits

• You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
  
  
• You can continue to take withdrawals during your lifetime.
  
  
• You can change your beneficiary if your circumstances change.
  
  
• You can elect to leave retirement plan assets to Shell Point through you will or revocable trust instead.
  
  
• You can have the satisfaction of knowing that your hard-earned retirement assets will support Shell Point when you are gone.
  

More

• Is this gift for you? Click here.
  
  
• Read more detail. Click here.

To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at (239) 466-8484 so that we can assist you.

(Back to All Gifts-at-a-Glance)