Because your qualified retirement plans, including IRA, 401(k), 403(b), Keogh and SEP, are considered part of your taxable estate at death, they may be subject to taxes in excess of 70 percent. Careful planning can help you minimize or even eliminate these taxes. Amounts left from retirement plans for charitable use are still included in the taxable estate, but they are fully deductible from the estate as charitable gifts.

Rather than see retirement assets diluted by taxes, you can direct these assets to be used to make charitable gifts from your estate. After you have discussed your estate and financial plans with your advisor and decide to make a gift from your retirement assets, the procedure is very simple. Ask your retirement plan administrator for a Change of Beneficiary form, and indicate the amount or percentage you would like to go to charity. Simply insert Orange County Rescue Mission's name and the amount to be given to the ministry. You can change your beneficiary designation or distributions at any time.

If you are interested in naming the Orange County Rescue Mission as a beneficiary in your IRA, you will find the following information valuable:

Orange County Rescue Mission
Attn: Retirement
One Hope Drive
Tustin, CA 92782

We are a 501(c)(3) organization incorporated in the state of California.
Our tax identification number is 95-2479552.

If you would like more detailed information about this process, feel free to contact us at the number above.

You may alternately contact us by mail, phone or fax using the information provided below.