Gosnold can be named as the beneficiary of a retirement plan or IRA. This provides income tax and possible estate tax benefits and prevents double taxation on a larger estate. Some individuals may like to “roll over” portions of a large pension fund or IRA account to fulfill their philanthropic intent to Gosnold.

Although retirement assets cannot be transferred directly from a pension plan or IRA to a charitable entity, in many cases the funds may be distributed to the plan participant and then contributed to Gosnold.

We recommend you speak further to your financial advisor if you wish to proceed to give such a lasting and impactful gift. 

 

 

 

For more information on how bequests work, please contact our

Development Office at 508-540-6550 x 5216 or email us at giving@gosnold.org