Gift Types

Retirement Plans

Individual Retirement Accounts (IRAs), tax-sheltered annuities, Keogh plans, self employed plans (SEPs), 401(k), 403(b) and other qualified pension and profit-sharing plans can also provide significant support for The Citadel. A donor needs to inform his retirement plan administrator that he wishes to name The Citadel Foundation as a beneficiary of the plan. The funds will usually pass to The Citadel Foundation free of all taxes, whereas an individual beneficiary's distribution from your retirement plan could be reduced by both estate and income taxes!

Common Gift Types

If you’d like to understand the policies and processes, the web pages linked below are a good place to start. If you have further questions, please contact The Citadel Foundation Development Office at (800) 233-1842.

Cash Gifts
Credit Card Gifts
Electronic Funds Transfer
Matching Gifts
Life Income Gifts
Charitable Remainder Trust
Charitable Gift Annuity
Charitable Lead Trust
Retirement Plans
Life Insurance GIfts
Real Estate