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Retirement funds

You can also bequest your retirement or IRA Funds

A retirement asset, such as an IRA account, makes an excellent bequest to CCST. If the IRA were transferred to your family, much of the value may be lost through estate and income taxes. By designating the California Council on Science and Technology as the beneficiary of all or part of your IRA (using a beneficiary designation form provided by your advisor), the full value of the gift is transferred tax-free at your death and your estate receives an estate tax charitable deduction.

Thank you for including CCST in your bequest planning!

Bequests  Bequests  Bequests  Bequests