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Easy Planned Giving? Naming a Charity as a Beneficiary of Your Retirement Plan THE WORLD IS COMPLICATED

and planning ahead with your finances is not always so straightforward! Planned giving to charitable organizations can seem complicated. It usually involves an attorney and legal documents. Tere is an easy way to make a planned giſt now that doesn’t require an attorney or too much pain. Most of us have an IRA, 401K, or 403B

plan through our current or former employers. Te qualified employee benefit plans accumulate tax free during your lifetime. At death, they are subject to tax. Any taxable beneficiary who receives a distribution from your retirement plan

(as a result of the death of the owner) must pay income tax on the entire amount received. However, by naming your favorite charity as a beneficiary, it becomes tax exempt for them as they are not subject to income tax. Would you consider naming Eden

II as a beneficiary? It doesn’t have to be the whole plan! You can designate a percentage; even 10% can be a helpful planned giſt for us as we plan for Eden II’s future with sustainable sources of funding. Of course, if your priorities change you can easily change the beneficiary designation at any time. Contact your 401K or 403B plan (e.g.

Fidelity Investments) and they will have you fill out a simple form and have you write your fractional beneficiary details with the exact percentage. We ask that you contact us so that you can be properly recognized and we can make a note in our files. Please consider helping children and

adults with autism on Staten Island and Long Island. You can name Eden II Programs as a fractional beneficiary on your plan. Te tax ID is 13-2872916. As we celebrate our 40th anniversary this year, we plan ahead to the next 40 and beyond with your help!

For more information, call the Development Office at 718-816-1422 x1029 or email


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