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Gifts of Retirement Assets
(Is this gift for you?)

A gift from your Retirement Account is for you if...

  • You hold a 401(k), IRA, or other retirement plan.
  • You prefer to make a gift to us through your estate plan.
  • You want to balance your giving between providing for your family and for us.
  • You want to ensure the most efficient distribution of the assets in your estate.

For more information

Email us, complete the personal illustration form, or call us at (205) 726-2807 so that we can assist you through every step of the process.