A Gift from Retirement Assets

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to the Provincetown Theater Foundation.

BENEFITS OF GIFTS OF RETIREMENT ASSETS

  1. May avoid potential estate tax on retirement assets
  2. Your heirs may avoid income tax on any retirement assets funded on a pre-tax basis
  3. May receive an income tax deduction, depending on the details of the gift

HOW TO MAKE A GIFT OF RETIREMENT ASSETS
You should consult your attorney and/or financial advisor for further information prior to gifting retirement assets. Please contact us with questions about the Theater at giving@provincetowntheater.org or at 774-538-2211.

This information is not intended to provide legal or financial advice. It is recommended that you consult with an attorney and/or financial advisor when considering a planned gift.