With careful planning you can help avoid unnecessary estate taxes that would otherwise be incurred by your heirs. By naming the Lymphoma Research Foundation as survivor Beneficiary on your qualified retirement plan, the gift becomes completely exempt from estate tax, income tax and generation-skipping transfer tax.
Please notify LRF if you have added LRF as a beneficiary or contingent beneficiary to your retirement plan, as notification is not automatic.
If you have any questions about gifting your retirement policy, or to learn more about the different ways you can support the Lymphoma Research Foundation through gift planning, please contact Evelyn Lipori, Director of Stewardship, at (646) 465-9126 or firstname.lastname@example.org. All inquiries are confidential.
This information is not intended to represent legal or tax advice, or to substitute for such advice. We recommend that you consult your professional advisors when considering your charitable gift planning options.
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