IRA or Qualified Retirement Plan
Upon death, retirement plans or IRA balances are included for estate and income taxes to your
beneficiaries – often up to 85%. Funding a charitable bequest to Cleveland
Metroparks with an IRA or retirement plan prevents the bequest from becoming a
liability of your estate, and the gift is made with pre-tax dollars.
Cleveland Metroparks is available to assist you or your advisors, offering account designation information or providing information about specific programs of personal
interest to you.
For more information, please contact Karen Kannenberg, CFRE, at firstname.lastname@example.org or
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