Retirement Assets

Want to get the most value from your nest egg, protect your heirs from heavy taxes and help change people’s lives?

Consider leaving a portion of your retirement plan assets to Unity Spiritual Center.

If you die with retirement plan assets in your estate, those assets are subject to income taxes. This can reduce the amount that normally would be passed to heirs by up to 39.6%. 

In contrast, as a nonprofit organization, Unity Spiritual Center is tax-exempt; it is eligible to receive the full amount, bypassing any federal taxes. Income taxes can be eliminated or reduced through a carefully planned charitable gift.

Consider these gift options:

  • Designate Unity Spiritual Center as the primary beneficiary for a percentage (1% to 100%) of your retirement plan assets
  • Designate a specific amount to be paid to the Center before the remainder is divided among family beneficiaries
  • Make the Center your contingent beneficiary, to receive the balance only if your loved one, as the primary beneficiary, doesn’t survive you

Please be sure to consult with your own attorney or tax advisor before making any bequests to Unity  Spiritual Center. These professionals are in the best position to assess your personal situation and provide guidance. They can also ensure compliance with all state and federal requirements.

For more information, contact our office at 440-835-0400.