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Welcome to Gift Planning > How to Give > Gifts from Retirement Plans

Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail

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See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail

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See Diagram

 

“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail

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  • Welcome to Gift Planning
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Vizcaya is operated by the non-profit Vizcaya Museum and Gardens Trust, Inc. and owned and supported by Miami-Dade County. Additional funding is provided in part by the State of Florida, Department of State, Division of Cultural Affairs and the Florida Council on Arts and Culture.

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