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June 2012 - The ALS Association Greater Sacramento

June 2012 - The ALS Association Greater Sacramento

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How You Can Help<br />

Retire with Meaning - Help Your Kids & Fight <strong>ALS</strong>, Too<br />

How you Can Help? PAGE 9<br />

Since you first started working, you’ve been regularly reminded of the importance of saving for retirement. Now you may<br />

find that your retirement savings are more than adequate. In addition, retirement assets are one of the most heavily<br />

taxed assets we own. Without proper planning, retirement assets may be subject to both estate and income taxes after<br />

you pass away.<br />

Donating all or part of a retirement plan to <strong>The</strong> <strong>ALS</strong> <strong>Association</strong> may be an attractive option. Since we are a charitable<br />

institution, we are exempt from paying the taxes that might otherwise be owed by your heirs and you will also receive an<br />

estate tax charitable deduction. This tax-wise move makes other assets you own available for loved ones. Making us the<br />

beneficiary of a retirement plan is so easy to do.<br />

Simply request a ‘Change of Beneficiary’ form from your advisor or the custodian of your account. Your plan administrator<br />

can send you a beneficiary designation form, which are often available online. <strong>The</strong> phone number and website of<br />

your plan administrator can found on your financial statement. Remember, you can name us as a partial beneficiary, the<br />

beneficiary of the entire amount or as a contingent beneficiary.<br />

Don't forget to incorporate the following legal description on the beneficiary designation: <strong>The</strong> <strong>Greater</strong><br />

<strong>Sacramento</strong> (Tax ID 68-0159292), with its principal office in <strong>Sacramento</strong>, CA.<br />

A Very Special Thanks to the Following Sponsors for their<br />

Support of the 25th Anniversary Summer Soiree!

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