Related Links

·  Gift illustration ·  Complete gift description ·  Is this gift for you? ·  Gift example

« Back

Gift illustration

How it works

	You name the Children's Hospital Trust as the beneficiary of your IRA, 401(k) or other qualified plan.
	After your lifetime, the residue of your plan passes to Children's tax-free.

Benefits

• You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to Children's.
• Give the most-taxed asset in your estate to Children's, and leave more favorably taxed property to your heirs.
• You can continue to take withdrawals during your lifetime.
• You can change the beneficiary if your circumstances change.

For more information

E-mail us, complete the personal illustration form, or call us at (617) 355-8062 so that we can assist you through every step of the process.