Donating retirement assets

A retirement plan can be a tax-efficient and simple way to include a nonprofit like Texas Alpha Endowment Fund in your estate plan.

Please see your legal and/or tax advisor for more information and to determine if a charitable bequest to/for Texas Alpha Endowment Fund is right for you.

Most people do not use all of their retirement assets during their lifetime, and those unused assets can be used to make a gift to Texas Alpha Endowment Fund.

Because nonprofits do not pay income taxes on the donations they receive, distributions to nonprofits will avoid being taxed as income.

How do I give through a retirement plan?

  • Ask your plan administrator to provide you with the appropriate forms.
  • Name Texas Alpha Endowment Fund as a beneficiary on your plan’s beneficiary designation form.