Gifts of Retirement Assets
Retirement assets are one of the most beneficial gifts you can give to Call To Action. Contributions that have been made over the years to an IRA or other qualified plan have been growing tax-free within the plan. If left to an individual, these funds may be subject to both estate tax and income tax, which greatly reduces the value of the asset. If left to a charity, such taxes are usually avoided.
Your retirement plan’s administrator can provide a beneficiary form for you to name Call To Action as your sole or partial beneficiary. The information you’ll need to include about Call To Action is as follows:
Call To Action
2135 W. Roscoe St. Suite 1N
Chicago, IL 60618
Federal Tax ID # 36-3003308
If you have any questions or would like more information on ways to give to Call To Action, please contact Bob Heineman, Development Director, at 773-404-0004 x263, or heineman@cta-usa.org. We encourage you to consult with your legal and financial advisors when considering a planned gift. Read about other ways to give to Call To Action here.
