Retirement Plan
The simplest way to leave retirement plan assets to the Community Foundation after your lifetime is to instruct the custodian of your retirement plan account to name the Grand Rapids Community Foundation as a partial or 100 percent death beneficiary.
Another option is to indicate in a will or trust that charitable bequests be satisfied first with retirement plan assets. Either of these options may preserve the value of the funds and save your family from paying estate and income taxes.
To learn more about this planned giving option, please call a member of the Foundation's development team at 616.454.1751.
© Grand Rapids Community Foundation - 185 Oakes Street SW - Grand Rapids, Michigan 49503 - 616.454.1751
