Gift Planning

Gift Planning
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Make a Future Gift of Retirement Assets

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 Notify us of your IRA gift
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Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

Beneficiary Designation Gifts

If you are like most people, you probably will not use all of your assets during your lifetime. Donating part or all of your unused retirement, investment or bank accounts by way of a beneficiary designation form is an excellent way to make a gift to Father Joe's Villages as part of your estate plan. You may also use a beneficiary designation form to make a gift to our organization from your life insurance policy.

Flowchart: Donor executes designation form with account custodian to designate Father Joe's as beneficiary of a retirement, investment or bank account.

Future gifts from your retirement assets

Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? A smarter option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Father Joe's Villages. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets. You can use the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to Father Joe's Villages.

Benefits of beneficiary designation gifts

  • Simplify your estate planning
  • Support the causes that you care about
  • Continue to use your account as long as you need to
  • Potential tax benefits

How to make a beneficiary designation gift

To leave your retirement, investment or bank accounts or your life insurance proceeds to Father Joe's Villages, you simply need to complete a beneficiary designation form provided by your account custodian. If you designate Father Joe's Villages as beneficiary, we will benefit from the full value of your gift because the assets will not be taxed at your death.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you.

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Let Us Help You With Your Gift Plans

Please contact us if you would like additional information, or let us know if you have already established a planned gift for the benefit of Father Joe's Villages.