The Chester County Hospital
Chester County Hospital
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701 East Marshall Street, West Chester, PA 19380    610-431-5000

Tip of the Day The Chester County Hospital Foundation

Gifts from Retirement Plans

CLICK HERE FOR A DETAILED EXPLANATION



How It Works

You name The Chester County Hospital Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.

Any residual left in your plan when you pass on passes to the Foundation tax-free.

Benefits

  • You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to the Foundation.

  • You can continue to take withdrawals during your lifetime.

  • You can change your beneficiary if your circumstances change.

  • You can elect to leave retirement plan assets to the Foundation through you will or revocable trust instead.

  • You can have the satisfaction of knowing that your hard-earned retirement assets will support the Foundation when you are gone.

More


To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at 610-431-5042 so that we can assist you.

The Chester County Hospital Foundation
701 E. Marshall Street
West Chester, PA 19380
610-431-5042 | Fax: 610-738-2830


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