California Native Plant Society

Estate Planning

Qualified Retirement Plan Benefits

These are excellent choices for funding a charitable gift through a decedent’s estate. In general, such a gift produces double savings; the value of the interest passing to the charity is fully tax deductible for estate-tax purposes, and the charity, being tax exempt, pays no income tax on the benefit. A gift of an Individual Retirement Account (IRA) produces similar savings.


Charitable gifts such as Retirement Assets will help CNPS lead the way in preserving scenes like this one.
photo credit: Stacey Flowerdew

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