You name Samaritan's Purse as the beneficiary of your IRA, 401(k) or other qualified plan.*
Any residual left in your plan when you die passes to Samaritan's Purse tax-free.
*Gifts of retirement plan assets during your lifetime are not recommended because they are subject to income tax. Legislation is pending that may change this.
Benefits
You can have the assurance of knowing that your hard-earned retirement assets will support Samaritan's Purse when you are gone.
You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Samaritan's Purse.
You can continue to take withdrawals during your lifetime.
You can change your beneficiary if your circumstances change.
You can elect to leave retirement plan assets to Samaritan's Purse through your will or revocable trust instead.
Do You Need Further Assistance?
Some gift arrangements have minimum age and contribution guidelines to help us be wise stewards. Contact Donor Ministries for more information about your particular situation. We look forward to helping you.
Call: (828) 262-1980
Or email:
Samaritan's Purse is
recognized as a 501 (c) (3) non-profit charity
by the IRS and qualifies for corporate matching
programs as a relief organization.
Samaritan's Purse
adheres to standards set forth by the
Evangelical Council for Financial Accountability
(ECFA). Our desire is to help our donors in
doing what God is calling them to do, who are
acting as responsible stewards of the wealth
that He has entrusted to them.
Samaritan's Purse does not render legal,
tax, or investment advice. Please consult
professional counsel for individual financial
planning decisions.
