How it works

You name Children's Memorial Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.

Any residual left in your plan when you die passes to Children's Memorial tax-free.

Benefits

• You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Children's Memorial.
• 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 Children's Memorial through your will or revocable trust instead.
• You can have the satisfaction of knowing that your hard-earned retirement assets will support Children's Memorial when you are gone.
  

For more information

Email us, complete the personal illustration form, or call us at 773-880-4237 so that we can assist you through every step of the process.