Act Now!

How It Works

	You name Soroptimist as the beneficiary of your IRA, 401(k) or other qualified plan.
	Any residual left in your plan when you pass on passes to Soroptimist tax-free.

Benefits

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

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at (215) 893-9000 so that we can assist you.