Did you know that the beneficiaries named on a retirement plan or life insurance policy determine who will receive these funds, even if they are designated differently in your will? Did you also know that funds remaining in your IRA may be subject to multiple taxes if left to your estate?
If you are considering including a gift for Phoebe Ministries in your will, we have a simple solution. Name Phoebe Ministries as a beneficiary or partial beneficiary of your retirement plan and leave other less-taxed assets to your family.
Please contact Stacey L. Prohaska in the Office of Philanthropy at 610-794-5132 or firstname.lastname@example.org to discuss your charitable intentions.