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
- May avoid potential estate tax on retirement assets
- Your heirs may avoid income tax on any retirement assets funded on a pre-tax basis
- 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 firstname.lastname@example.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.