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Many individuals have large qualified retirement plans such
as an IRA, 401(k), or Keogh plan. These assets have been growing
tax-free for years. Once the owner begins to receive payments
from the qualified plans, the distributions are taxed. The plans
are also included in the owner's taxable estate. A retirement
plan may be an excellent source of funds for making a gift to
the OEHF.
There are two ways to donate your retirement plan to the
OEHF. First, you can name the Occupational
& Environmental Health Foundation as the beneficiary of
the plan, or you can name a family member beneficiary, with
the OEHF as an alternative or contingent beneficiary. Monies
coming to the OEHF will not be taxed either
through estate or income taxes.
Another way to make a gift of your retirement plan is to
create a charitable remainder
trust through your will.
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