Retirement Plan Assets

The designation of the Rolfe Foundation as a beneficiary of retirement plan benefits may be a very savvy gift, tax-wise.

Our charitable tax status exempts retirement benefits from estate and income taxes that your individual heirs will likely incur if you were to bequeath retirement plan assets to them. Further, your estate will benefit from an estate tax charitable deduction for the gift.

How to Proceed

  • Contact the administrator of your IRA or retirement plan custodian to request a change-of-beneficiary form.
  • Name the Rolfe Pancreatic Cancer Foundation as a beneficiary and return the updated form to your plan administrator.
  • Contact the Rolfe office for information and to notify us of your intentions.

Rolfe Pancreatic Cancer Foundation
4809 N. Ravenswood, Ste. 326
Chicago, IL 60640
Tax ID #: 36-4338152