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Making a planned gift is a wonderful way to show your deep regard for the Navy League of the United States and its mission while achieving your own personal, financial, estate-planning and philanthropic goals.

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  Home > Planned Giving > Ways 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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Disclaimer

Legal Disclaimer
The Navy League is an exempt organization, duly qualified under Section 501(c)(3) of the Internal Revenue Code, contributions to which are tax deductible in accordance with federal law.

If your donation is for a scholarship, the Navy League Foundation is a 501(c)(3) organization: Federal Tax ID 31-1677884.

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Arlington, VA 22201-5424

Phone: 703.528.1775
Toll Free: 800.356.5760
Fax: 703.528.2333

 

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