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 Holocaust Memorial Resource & Education Center of Florida.
If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.
To leave your retirement assets to Holocaust Memorial Resource & Education Center of Florida, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Holocaust Memorial Resource & Education Center of Florida as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
Did you know that 60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Holocaust Memorial Resource & Education Center of Florida. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.
If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.
Please let us know if you have already included Holocaust Memorial Resource & Education Center of Florida as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.
The Holocaust Memorial Resource and Education Center of Florida is a tax-exempt 501(c)(3) organization regulated by the Florida Department of Agriculture & Consumer Services pursuant to the Florida Solicitation of Charitable Contributions Act. Our Florida Department of Agriculture & Consumer Services Registration Number is CH-204. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.
An audited financial report is available from the Holocaust Center upon request