Advantages of a Bequest of IRA

Advantages of a bequest of IRA

An IRA bequest is an excellent gift vehicle for passing assets outside one’s estate tax-free.

  • Your beneficiaries will be due for estate tax charitable deductions.
  • It helps advance the cause of the charities and non-profit organizations close to your heart, in this case, the Mission of San Juan Capistrano.

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Bequest of IRA

Bequests are contributions from a donor’s will or trust to supporting the Mission of San Juan Capistrano. Bequests can be made with the help of your legal advisor. Bequests are essential in estate planning; the donor and their family can enjoy tax charitable deductions while supporting the Mission.

One way to make a bequest is from your individual retirement account (IRA). The bequest can be of a specific dollar amount, a percentage of your IRA, or a residual amount in the account.