////Gifts of Retirement Plans
Gifts of Retirement Plans2019-01-09T11:23:17-06:00

Gifts of Retirement Plans

Community Food Share would be honored if you listed us as a beneficiary of your IRA or other qualified retirement benefits. Please consult a tax advisor to provide you with information regarding the tax benefits of such gifts.

Designating Community Food Share as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, or profit-sharing pension plan supports our mission while realizing significant tax savings for the donor. Identifying Community Food Share as a beneficiary of a retirement plan also allows the donor to maintain complete control over the asset while living, but upon the donor’s death the plan passes on to support Community Food Share free of both estate and income taxes for the heirs.

Gifting your retirement plan is easy and does not require incurring additional expenses to hire an attorney. You can simply request a change of beneficiary form from your plan administrator. When completed, please return the form to your plan administrator and notify Community Food Share.

If you would like to speak to someone directly about leaving a gift of a retirement plan to Community Food Share, please contact:

Dina Coates Koebler, Chief Development Officer
(303) 652-3663 ext. 207