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Friday April 19, 2024

Private Letter Ruling

GiftLaw Note:

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IRA Charitable Rollover

An IRA rollover allows people age 70 1/2 and older to help support the Memorial by making a gift directly from their IRA.

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Beneficiary Designations

A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate the Memorial as a beneficiary of a retirement, investment or bank account or your life insurance policy.

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.