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Section TitlePlanned Giving
Planned Giving Welcome The Sutter Legacy Circle Meet Our Donors
Ways of Giving Gifts Anyone Can Make
Gifts From Will or Trust Retirement Plan Stock and Appreciated Assets Life Insurance
More Information For Professional Advisors Contact Us

Giving from Your 401k or IRA Retirement Plan

Gift of Retirement Plan Diagram
Delta Memorial Hospital Foundation logo

You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support Delta Memorial Hospital Foundation far into the future.

How It Works

  • Name Delta Memorial Hospital Foundation as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to Delta Memorial Hospital Foundation by contacting your plan administrator.
  • Important! Tell Delta Memorial Hospital Foundation about your gift. Your plan administrator is not obligated to notify us, so if you don't tell us, we may not know.

70 ½ or older? Make a “Tax-Free” Gift Through Your IRA

  • Qualified Charitable Distribution (IRA Rollover)

    Note: The SECURE Act increased the MRD (Minimum Required Distribution) age from 70½ to 73. The age for a Qualified Charitable Distribution (QCD), however, still remains at 70½.

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.

Next

  • Frequently asked questions on retirement plans.
  • Contact us so we can assist you through every step.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

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Sutter Delta is part of Sutter East Bay Region serving Antioch, Oakley, Brentwood, Knightsen, Byron, Discovery Bay, Pittsburg, Bay Point.