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Name United Way as the beneficiary of a retirement plan

Perpetuating your gift through a retirement plan is simple, flexible and tax wise. Contact the administrator of your retirement plan to designate United Way Montcalm-Ionia Counties as the beneficiary of your retirement plan. They can also let you know what restrictions might apply.

The benefits of naming United Way Montcalm-Ionia Counties as the beneficiary of a retirement account include:

  • Avoiding potential double taxation on retirement fund gifts to heirs (estate tax and income tax).
  • Allowing you to continue to draw money out of your retirement account while you are living.
  • Providing you with the freedom to change your mind if your situation changes.
  • Giving you the satisfaction of knowing that your hard-earned retirement funds will continue to impact people‚Äôs lives in our local communities.

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