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Giving from Your 401k or IRA Retirement Plan

Leave family the balance of savings and checking accounts, and donate double-taxed assets like IRAs to us.

This diagram represents how to leave a gift of your retirement plans – a gift that costs nothing during lifetime.
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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 federal taxes, and support Project On Government Oversight far into the future.

How It Works

  • Name or designate Project On Government Oversight as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to Project On Government Oversight by contacting your plan administrator.
  • Important! Tell Project On Government Oversight 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.

How Much Retirement Income Can My IRA Provide?Opens new window
What Will My Qualified Plan Be Worth at Retirement?Opens new window
Download a brochure on this topic:
  • Will You Avoid the IRA Tax Trap?Opens new window

Next

  • More detail on retirement plans.
  • Frequently asked questions on retirement plans.
  • Contact us so we can assist you through every step.

Explore More Gift Options

Will or Trust →

You can plan a gift that will not affect your cash flow.

Appreciated Securities →

Take advantage of appreciated securities, avoid tax.

Life Insurance →

Make a significant gift, no matter the size of your estate.

Retirement Plan →

Donate double-taxed assets and leave more to family.

Personal Property →

Donate personal property, receive signifcant tax benefits.

Donor-Advised Fund →

Make a gift from your DAF, or name us a beneficiary.

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Pam Rutter, Director of Individual Giving
Pam.Rutter@pogo.org
202-347-1122

The material presented on this Planned Giving website is not offered as legal or tax advice.
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