Planned Giving at RWJBarnabas Health
Planned giving is a set of thoughtful and strategic charitable gift opportunities designed to impact the future of RWJBarnabas Health. To learn how you can make a difference, often with personal advantages, please select your preferred facility from the icons below.
Giving from Your 401k or IRA Retirement Plan
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 Barnabas Foundation far into the future.
How It Works
- Name Barnabas Foundation - LANDING PAGE as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
- Pass the balance of your retirement assets to Barnabas Foundation by contacting your plan administrator.
- Important! Tell Barnabas Foundation about your gift. Your plan administrator is not obligated to notify us, so if you don't tell us, we may not know.
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
- More detail on retirement plans.
- Frequently asked questions on retirement plans.
- Contact us so we can assist you through every step.