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·	Gift illustration
·	Complete gift description
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·	Gift example

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Gifts of Retirement Assets
(Gift illustration)

How it works

You name JDRF as the beneficiary or partial beneficiary of your IRA, 401(k) or other qualified plan.

After your lifetime, the residue of your plan passes to JDRF tax-free.

Benefits

You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to JDRF.
Give the most-taxed asset in your estate to JDRF, and leave more favorably taxed property to your heirs.
You can continue to take withdrawals during your lifetime.
You can change the beneficiary if your circumstances change.

For more information

Email us, complete the personal illustration form, or call us at 1-877-533-4483 so that we can assist you through every step of the process.

Alan Berkowitz
National Director of Planned Giving
Juvenile Diabetes Research Foundation International
120 Wall Street
New York, NY 10005-4001
1-877-533-4483
plannedgiving@jdrf.org

JDRF recommends that you consult your tax or legal advisors
prior to making a planned gift.