Qualified retirement plan and IRA death proceeds are often the ideal assets for the charitable gift taking place at death. Therefore, you may want to consider these assets when illustrating an outright charitable gift or testamentary charitable remainder trust.
Click the Edit button to set the specifications of the Testamentary Charitable Gift:
- The name of the Testamentary Charitable Gift
- To select the asset to use to fund this technique, click the ‘+’ button.
- Verify the amount listed as Principal.
- Verify the owner of the asset and the year of death.