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What to Give

A donor may make the Foundation a beneficiary, either in whole or in part, of his or her retirement plan. This shall be a revocable gift at the time the gift is made or communicated to the Foundation.

Federal law protects spousal rights in retirement plans. In the event a donor is married, spousal rights take precedence over any beneficiary designation unless a signed waiver has been executed by the donor’s spouse. In the event of a waiver, the donor relations professional shall coordinate with the OPG and the retirement plan administrator or estate counsel, as appropriate.