By naming Stroud Water Research Center as a beneficiary of your IRA, 401(K) or other qualified plan, you can provide a gift that does not affect your current cash flow. You can designate Stroud to receive all or a portion of the balance of your plan through your plan administrator.
- You continue to receive your lifetime withdrawals.
- You maintain flexibility to change beneficiaries if your needs change during your lifetime.
- You avoid possible taxes that your retirement savings would face if you designate the remainder to your heirs.
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We are here to help
We are here to discuss your thoughts and to answer questions that may arise. We would be pleased to discuss, in confidence, ways in which you may support Stroud Water Research Center and to provide you with a personalized gift illustration. If you are unsure of which planned gift will suit your needs and would like to discuss the options that might be best for you, please email Kristine Lisi, Director of Development, or call 610-268-2153, ext. 304.
The information we provide is general in nature and may not apply to all individuals. We urge prospective donors to consult their legal and financial advisors concerning specific consequences of making estate gifts to Stroud Water Research Center.