RETIREMENT PLAN ASSETS

2nd Story’s charitable tax status exempts retirement benefits from estate and income taxes that your heirs could incur if you were to give retirement plan assets to them. The donation of retirement assets is a great way to lower the taxable portion of your estate.

LIFE INSURANCE

Did you know that life insurance you no longer need can be donated to 2nd Story? You can transfer ownership of the policy or name 2nd Story as a beneficiary, and your estate may be entitled to an additional charitable deduction.