HOW TO GIVE
Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan, is an excellent way to make a gift to Stand Up To Cancer. If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.
Donor
Designation Form
Account Custodian
Property
(IRA/Investment)
SU2C
Benefits of gifts of retirement assets
How to make a gift of retirement assets
To leave your retirement assets to Stand Up To Cancer, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Stand Up To Cancer as beneficiary, we will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
Future gifts from your retirement assets
Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Stand Up To Cancer. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets. You can use the “Make a Future Gift of Retirement Assets” tool to contact your retirement plan custodian and designate a future gift to Stand Up To Cancer.
Contact us
If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions you might have.
