Planned Giving

Girl from Indonesia with giant smile

Gifts from Retirement Plans During Life

Gifts from Retirement Plans During Life Diagram. Description of image is listed below.

How It Works

  1. You take a distribution from your qualified retirement plan or IRA that is includable in your gross income
  2. You make a gift of the distribution or of other assets equal in value to the distribution
  3. You receive an offsetting charitable deduction
  4. If you are 70½ or older, read ahead about the IRA rollover opportunity available to you

Benefits

  • You may draw on perhaps your largest source of assets to support the programs that are important to you at Smile Train
  • The distribution offsets your minimum required distribution
  • If you use appreciated securities instead of cash from your distribution to make your gift, you'll avoid the capital-gain tax on the appreciation

More Information

Contact Us

Dawn Ellwood
315-610-6966
plannedgiving@smiletrain.org

 

Smile Train
633 Third Ave, 9th Floor
New York, NY 10017

Federal Tax ID Number: 13-3661416

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