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Gifts from Retirement Plans

How It Works

	You name Fox Chase Cancer Center as the beneficiary of your IRA, 401(k) or other qualified plan.*
	Any residual left in your plan when you pass on passes to Fox Chase tax-free.
	*Gifts of retirement plan assets during your lifetime are not recommended because they are subject to income tax. Legislation is pending that may change this.

Benefits

You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Fox Chase .
You can continue to take withdrawals during your lifetime.
You can change your beneficiary if your circumstances change.
You can elect to leave all, or a portion, of your retirement plan assets to Fox Chase through a will or revocable trust instead.
You can have the satisfaction of knowing that your hard-earned retirement assets will support Fox Chase when you are gone.

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To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at (215) 728-3192 or (215) 728-4740 so that we can assist you.