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Retirement Plans

Retirement Plans

Name the Fossey Fund as a full or partial beneficiary of your retirement plan and you can solidify your legacy in helping support our conservation efforts for years to come.

You can give up to $100,000 per year from your traditional IRA or Roth IRA directly to a charity of your choice without having to pay income taxes on that portion. This can be a one-time or a recurring gift.

Benefits

  • Avoid the double taxation your retirement savings would incur if you designated your heir(s) as beneficiary(ies).
  • Continue to take regular lifetime withdrawals.
  • You can revoke us as a beneficiary if your family’s needs change.

This information is not intended as tax or legal advice and we recommend that you consult with your legal and financial advisors to learn about the best giving options for you, given your unique circumstances.

Contact

Shari Henning
Email: [email protected] 
Direct Line: 404-624-5693