Gifts from Retirement Plans During Life

How It Works

1. You take a distribution from your retirement plan or IRA (distribution taxable on federal and most state tax returns)
2. You make a gift of the distribution or of other assets equal in value to the distribution
3. You receive a charitable deduction that will offset part or all of the distribution
4. If you are 70½ or older read ahead about a special opportunity available to you

Benefit

• You may draw on perhaps your largest source of assets, with no adverse tax consequences, to support the programs that are important to you at Valpo

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options
• Request an eBrochure with more information about this gift

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