Gifts of Retirement Assets

For many people, a retirement account like a 401k or IRA is their largest financial asset. If you find that you don't need all of the funds, you may want to consider donating a portion to the Thich Nhat Hanh Foundation (the Plum Village Community of Engaged Buddhism).

You can donate during your lifetime or as part of your estate plan.

1. Current Gift: If you are at least 70 ½ years old, you are eligible to make a qualified charitable distribution to public charities up to $100,000 from your IRA each year. This is also known as an IRA charitable roll over. Giving now allows you to see your gifts at work.

2. Beneficiary Designation: You can also name the Plum Village Community of Engaged Buddhism as the beneficiary of your IRA, 401k or other qualified plan. Giving through your estate helps ensure the long-term sustainability of our community. Contact your plan administrator for a change-of-beneficiary form.

To receive the information you will need to fill out the portion of the beneficiary form about the Plum Village Community, please fill out the form below.

Name

First Name

Last Name

Email

Phone Number

I would like more information in order to make a gift

Through my donor advised fund

Of retirement assets

Of life insurance

Please let us know if you have included the Plum Village Community of Engaged Buddhism in your will or estate plans or if you would like more information.

I have made a gift to the PVCEB in my will or trust.

I have designed the PVCEB as a beneficiary of a retirement, life insurance, brokerage, or other account.

I would like more information about making a gift to the PVCEB through my estate plan.

Best times to reach me

Notes

The information here is for general information purposes only. Please make sure to consult your own legal and financial advisors when planning a legacy gift.