scientists at work

Impact our future through planned giving

  • Touch the lives of others while creating a lasting legacy.
  • Find peace of mind through a wide variety of tax benefits.
  • Help us achieve our goals for current and future generations.
scientists at work

Impact our future through planned giving

  • Touch the lives of others while creating a lasting legacy
  • Find peace of mind through a wide variety of tax benefits
  • Help us achieve our goals for current and future generations
Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Gifts of Retirement Assets

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 Sanford Burnham Prebys Medical Discovery Institute.

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 of helping patients in need.

Gift of Retirement Assets
Retirement Assets
SBP
Charity image

Benefits of gifts of retirement assets

  • Avoid potential estate tax on retirement assets.
  • Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis.
  • Receive potential estate tax savings from an estate tax deduction.

How to make a gift of retirement assets

To leave your retirement assets to Sanford Burnham Prebys Medical Discovery Institute, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Sanford Burnham Prebys Medical Discovery Institute as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed upon your death. Your estate will benefit from an estate tax charitable deduction for the gift.

More on gifts of retirement assets

Did you know that 60%-70% 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 Sanford Burnham Prebys Medical Discovery Institute. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

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.

Please let us know if you have already included Sanford Burnham Prebys Medical Discovery Institute as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown