Make a Future Gift of Retirement Assets

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	IRA web page
Notify us of your beneficiary designation gift
Your Name Your Email Comments Send
Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Community Foundation for San Benito County as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.

Your Name

Your Address (Street or P.O. Box)

Your ZIP

Notify us of your IRA gift

Your Email Comments Send

Create Letter

Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

Beneficiary Designation Gifts

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 Community Foundation for San Benito County.

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.

Beneficiary Designation Gifts

Donor

Designation Form

Account Custodian

Property
(IRA/Investment)

CFFSBC

Benefits of gifts of retirement assets

• Simplify your planning
• Support the causes that you care about
• Continue to use your account as long as you need to
• Heirs can instead receive tax-advantaged assets from the estate
• Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave your retirement assets to Community Foundation for San Benito County, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Community Foundation for San Benito County 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 Community Foundation for San Benito County. 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 Community Foundation for San Benito County.

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 that you have.

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