Retirement Plans
Retirement plans offer multiple benefits to donors who are interested in making both current and deferred gifts.
Help your donors structure tax-advantageous ways to give from their IRAs using beneficiary designations or qualified charitable contributions using printed communications from the Sharpe Print-On-Demand Gift Planning Library.
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EXPLORE THE TITLES BELOW
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Brochures
 | Making Retirement Accounts Less Taxing This brochure outlines ways those who are 70½ or older can enjoy the benefits of tax-free IRA gifts, featuring multiple examples. |
 | Questions & Answers About Retirement Plan Giving This brochure outlines answers to frequently asked questions about the best ways to make gifts from retirement plans. |
Booklets
 | Giving Through Retirement Plans As more and more American reach retirement age, this booklet will remind donors that charitable gifts can be a part of many vehicles created for retirement security. |
 | Tips and Traps When Naming Beneficiaries This helpful piece provides insight on incorporating beneficiary designations from various arrangements into your estate plans as well as highlighting pitfalls to avoid. |
Pocket Guides
 | Financial Figures Pocket Guide Handy reference guide featuring tax charts and financial figures related to income tax, investment, retirement and estate planning. Ideal for your top donors and prospects as well as your advisor network. |
Note: All Pocket Guides are updated annually and reflect current 2026 figures and information.
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