Make a Difference

Retirement Assets

You can make an impact on children’s lives by naming Beech Acres Parenting Center as a beneficiary of your retirement accounts.

How does it work?

• You name Beech Acres as the beneficiary of your IRA, 401 (k) or other qualified plan.
• After your lifetime, the designated remainder of your plan is given to Beech Acres tax-free.

Benefits:

• Avoid income tax
• Reduce or avoid estate tax
• Avoid state inheritance tax (varies by state)
• Continue to make withdrawals in your lifetime
• Change beneficiary if circumstances change
• Make the choice to name Beech Acres as the primary beneficiary or as a second beneficiary, leaving the bulk of your assets to your family

Contact the Office of Development

For more information about giving to Beech Acres, please contact Chandra Mathews-Smith in our Office of Development at 513-233-4683 or cmathewssmith@beechacres.org