• Charitable Remainder Trusts

    You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
    more

  • Donor Advised Funds

    You fund a DAF and make charitable gift recommendations during your lifetime, and your children can carry on your legacy of giving.
    more

  • Your Legacy

    You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
    more

  • Your Gift Matters

    When you give to Fuller Seminary, you invest in the future of men and women who advance God's work in your local community and across the globe.
    more

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Make a Future Gift of Retirement Assets

Search For My Custodian:

Your Name
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 Notify us of your IRA gift
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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

Make a Future Gift of Retirement Assets

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 Fuller.

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.


Beneficiary Designation Gifts
Donor
Designation Form
Account Custodian
Property
(IRA/Investment)
Fuller
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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 Fuller, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Fuller 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 Fuller. 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 Fuller.

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.

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To learn how you can make a current or legacy gift,
please contact us at 626.792.3232 or [email protected].