Retirement Plan Assets

Designating your Fund or BGCF as the beneficiary of your retirement plan assets - including IRAs, 401(k)s and profit-sharing plans - is a forward-thinking way to make a charitable contribution and provides a number of significant financial and tax advantages. Unlike many assets, retirement plan assets are potentially subject to both income and estate taxes, which can be eliminated by naming your Fund with BGCF as the beneficiary.

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Blue Grass Community Foundation
250 West Main Street, Suite 1220 Lexington, Kentucky 40507-1714
Phone: 859-225-3343 Fax: 859-243-0770
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