Gifts from Retirement Plans

A gift from a retirement plan is for you if ...

  • You hold a 401(k), IRA, or other retirement plan.
  • You prefer to make a gift to us through your estate plan.
  • You want to balance your giving between providing for your family and for us.
  • You want to ensure the most efficient distribution of the assets in your estate.

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To learn more about gifts from retirement plans, Email us, complete the Information Request Form, or call us at (860) 435-3263 so that we can assist you.