Tax I.D. Number:
Giving from Your Retirement Plan
You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce Uncle Sam's cut, and support the Physicians Committee far into the future.
How It Works
- Name or designate the Physicians Committee as a beneficiary of your IRA, 401(k), or other qualified retirement plan. Be sure to include our Federal Tax ID: .
- Pass the balance of your retirement assets to the Physicians Committee by contacting your plan administrator.
- Important! Tell the Physicians Committee about your gift. Your plan administrator is not obligated to notify us. So if you don't tell us, we may not know.
Benefits
- Continue to take regular lifetime withdrawals.
- Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
- Your heirs avoid the potential double taxation on the assets left in your retirement account.
Next
- More detail on retirement plans.
- Frequently asked questions on retirement plans.
- Contact us so we can assist you through every step.