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Giving from Your 401k or IRA Retirement Plan



You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support Roper St. Francis Healthcare far into the future.

How It Works

  • Name the Roper St. Francis Foundation as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to Roper St. Francis Healthcare by contacting your plan administrator.
  • Important! Tell Roper St. Francis Healthcare about your gift. Your plan administrator is not obligated to notify us, so if you don't tell us, we may not know.

70 ½ or older? Make a “Tax-Free” Gift Through Your IRA

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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Roper St. Francis Foundation
125 Doughty Street, Suite 790
Charleston, SC 29403

Phone: (843) 720-1205
foundation@rsfh.com

Your support matters, donate now.

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