RETIREMENT PLAN GIFTS
RETIREMENT PLAN GIFTS
benefits of donating retirement plan assets
Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to PBS12.
You will be assured that every dollar will be used for a charitable purpose (like educational programming for kids) and shielded from income or estate taxes. You can then work with your advisors to identify other assets that are better suited to leave to your loved ones.
- 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
how to make a gift of retirement assets
To leave your retirement assets to PBS12, simply contact your retirement plan or IRA administrator and complete a beneficiary designation form naming PBS12 as beneficiary, and the percentage you’d like us to receive (1%-100%). Then mail the form back to the plan administrator and keep a copy for your records.
Please notify PBS12 of your intentions. You can contact our Development Department online, or send a letter to PBS12, Attn: Shari Bernson, Director of Development, 2900 Welton Street, Suite 100, Denver CO 80205.
legal details for your attorney
PBS12 legal name and address: Colorado Public Television, Inc., is a 501(c) 3 tax-exempt charitable organization, located at 2900 Welton Street, Suite 100, Denver, CO 80205.
PBS12 Federal Tax ID: 84-072-3918
please let us know
By informing PBS12 of your plans, you help us prepare for the future and, equally important, you give us the chance to thank you for your generous gift!
With gifts of this kind, you will automatically become a member of PBS12’s 12 Trust. Please contact our Development Department online, or call Shari Bernson at 303.991.5045 to let us know that you are a new member!
If you wish your gift to remain anonymous, we pledge not to publish or disclose your identity. Everything will be held in strictest confidence, but you will still enjoy the benefits of your membership.