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.
  

More

• Picture this gift. Click here.
• Read more detail. Click here.

To learn more about gifts from Retirement Plans, Email us, complete the Information Request form, or call us at (860) 927-3539 so that we can assist you.