Avow Hospice
Phone
(239) 261-4404 Call Today for Hospice, Palliative Care, and Grief Support Services

Planned
Giving

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name Avow as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to Avow
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Avow

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

Annalise Smith
Chief Philanthropy Officer
(239) 261-4404
Foundation@Avowcares.org

 

Avow Foundation, Inc.
1095 Whippoorwill Lane
Naples, FL 34105

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