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Gifts of Retirement Assets

A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to USS Midway Museum.
Gift of Retirement Assets
Retirement Assets
USS Midway
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If you are like most people, you probably will not use all of your retirement assets during your lifetime. Your gift will help to further the mission of the USS Midway Museum - to preserve the historic USS Midway and the legacy of those who serve, inspire and educate future generations, and entertain our museum guests.

Leave your retirement assets to us

Did you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to USS Midway Museum. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

How to transfer your retirement assets

Your retirement assets may be transferred to USS Midway Museum by completing a beneficiary designation form provided by your plan custodian. If you designate USS Midway Museum as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

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