How do I gift retirement plan assets? 

Direct donation of required distributions as Charitable Minimum Distribution 

Did you know there is a way to gift retirement plan assets and save on taxes? Just designate all or a portion of your required minimum distribution as a charitable minimum distribution (your plan advisor can help with this). You can even receive a portion of the distribution to meet your needs and donate an additional amount as a charitable distribution. By doing so, all of the charitable distribution helps satisfy your minimum distribution requirement and no taxes are due on the amount donated. 

This is easy to set up, but be sure to discuss it with your plan administrator to be sure it is right for you and set up correctly. This is a great way to save on taxes while helping our program serve the community! 


St. Leo Catholic Church

(Bonita Springs, FL)


Knickerbocker Estate

(Naples, FL)

Military Heritage Museum

(Punta Gorda, FL)

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