Advocate Charitable Foundation

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Gifts of
Retirement Assets

Give More for Less

How it works

	You name Advocate Charitable Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.
	Any residual left in your plan when you die passes to Advocate Charitable Foundation tax-free.

Benefits

• You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Advocate Charitable Foundation.
• You can continue to take withdrawals during your lifetime.
• You can change your beneficiary if your circumstances change.
• You can elect to leave retirement plan assets to Advocate Charitable Foundation through you will or revocable trust instead.
• You can have the satisfaction of knowing that your hard-earned retirement assets will support Advocate Charitable Foundation when you are gone.