Retirement Assets

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is a smart way to make a gift to Early Connections.

Benefits Of Gift

  • Avoid potential estate tax on retirement assets.
  • Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis.
  • Receive potential estate tax savings from an estate tax deduction.

How to Make a Gift

To leave your retirement assets to Early Connections, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Early Connections as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Did you know that 60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death? As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

Questions? Contact Rebekah Gans at rgans@earlyconnections.org or (719) 381-4803.

When planning your gift, please be sure to use our legal name and address:

Colorado Springs Child Nursery Centers, Inc. (EIN 84-0632406)
104 E. Rio Grande Street
Colorado Springs, CO 80903

These are simply an overview of your options, and are not intended to constitute tax, accounting or legal advice. Donors should consult professional advisors regarding a planned gift.

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