• Welcome to Creating Your Legacy Through Gift Planning
• Welcome to Gift Planning
• Overview of Ways to Give
  • Assets I Can Give
  • Gifts by Will
  • Gifts That Pay Income for Life
  • Charitable Lead Trust
  • Gifts by Retirement Plans
  • Gifts by Estate Note
• Understanding Gift Planning
• Join the Lifetime Philanthropists
• The Gift-Planning Process
• Step 1: Explore Most Popular Options for Creating Your Legacy
  • Gifts by Will
  • Gifts That Pay You Income
• Step 2: Explore Options with Life-Stage Gift Planner™
• Step 3: Compare the Options
  • Compare Gift Options
  • Calculate Your Gift
• Step 4: Contact Us to Help
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Gifts of Retirement Assets: Lifetime

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	See gift description Request more info on this type of gift Request a calculation Read about our donors The Lifetime Philanthropist Society

 

How It Works

1. You take a distribution from your retirement plan or IRA (distribution is subject to federal income tax)
2. You make a gift of the distribution to Aurora Health Care (a federal income-tax deduction will offset the tax on the distribution)
   

Benefit

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

Next Steps

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• I’d like to see a detailed description of this gift
• I’d like to have a confidential conversation with a gift-planning
  officer about this gift plan or other options
• I’d like a personal calculation of this gift

Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
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