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Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail

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Estate Gifts
Gifts from Retirement Plans at Death Thumbnail

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IRA Rollover Gifts:
Aged 70½ or Older
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail

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Disclaimer: The information provided is general in nature and may not apply to all individuals. This information does not constitute legal or tax advice. We urge you to consult with your personal tax, financial, and legal advisors concerning the specific consequences of making gifts to NYU Langone. We would be pleased to discuss, in confidence, ways in which you may support NYU Langone.