Gift Planning
Planned Giving
Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Indoor photo of a multi-generation family
Make a Future Gift of Retirement Assets

Search For My Custodian:

Your Name
Your Address (Street or P.O. Box)
Your ZIP
 Notify us of your IRA gift
Your Email
Comments
Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

Beneficiary Designation Gifts

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to Jacobs & Cushman San Diego Food Bank.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Flowchart: Donor executes designation form with account custodian to designate SDFB as beneficiary of a retirement, investment or bank account.

Benefits of gifts of retirement assets

  • Simplify your planning
  • Support the causes that you care about
  • Continue to use your account as long as you need to
  • Heirs can instead receive tax-advantaged assets from the estate
  • Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave your retirement assets to Jacobs & Cushman San Diego Food Bank, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Jacobs & Cushman San Diego Food Bank as beneficiary, we will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Future gifts from your retirement assets

Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Jacobs & Cushman San Diego Food Bank. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets. You can use the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to Jacobs & Cushman San Diego Food Bank.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

Thank You

Your message has been sent.

scriptsknown
Additional Resources

Free Enewsletter

Sign up for current Washington news, finance information, donor stories, calculators and more
Learn More

Free Estate Planning Guide

Ready to plan your will or trust? Our free guide will provide you with helpful information to get started
Learn More

The Legacy Circle

Join other supporters who have included our organization in their planned giving or estate plans.
Learn More

Our Mission

The Jacobs & Cushman San Diego Food Bank and our North County Food Bank chapter provide nutritious food to people in need, advocate for the hungry, and educate the public about hunger-related issues.