Donate - Qualified Retirement Assets
Transferring remaining assets in qualified retirement plans to any family member other than one’s spouse results in taxes that may exceed 80 percent.
Naming Old Mission San Luis Rey Historic Foundation, Inc as the successor beneficiary of your spouse allows you both to have use of the assets during your lifetimes and transfers the full value of any remaining assets to support the purpose of Old Mission San Luis Rey Historic Foundation, Inc.
Note that these gifts not only provide benefits to Old Mission San Luis Rey Historic Foundation, Inc, but to you as well. In many instances you will have the satisfaction of supporting the purpose of Old Mission San Luis Rey Historic Foundation, Inc, as well as qualifying for tax benefits.
Check with your professional tax advisor to determine the advantages available to you.