Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to Kerr.
Many people, will not use all of their retirement assets during their lifetime. You can make a gift of your unused retirement assets to help further Kerr's mission.
To leave your retirement assets to Kerr, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Albertina Kerr 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 60%-70% of your retirement assets may be taxed if you leave them to your heirs? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and donate your retirement assets to Kerr. As a charity, we are not taxed upon receiving IRA benefits or other retirement plan assets.
If you have any questions, please contact us. We are happy to assist you and answer any questions that you have.
Please let us know if you have already included Albertina Kerr as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.
General Inquiries:
424 NE 22nd Avenue
Portland, OR 97232
Children's Mental Health Services:
503-408-4705 Option 1
