Gifts of Retirement Assets

• Name The Providence Center as the beneficiary of your IRA, 401K, pension or other retirement account by simply completing the proper paperwork from the institution that manages your fund.
• The residue of your plan passes to The Providence Center tax-free when you pass away.

Benefits

• Income tax and estate tax can be avoided on the remaining balance in your retirement account by leaving it to The Providence Cennter.
• You can continue to take withdrawals during your lifetime.
• It is flexible.  If your circumstances change, you can change the beneficiary.

Contact Fund Development