Retirement Fund Giving
Qualified retirement plans such as an IRA, a 401K, and others are included as part of your taxable estate, and therefore can be subject to federal and estate taxes. Making a gift to the Thomas More Law Center from your retirement account can minimize the taxes due on retirement plan assets during both life and death.
To make a gift to the Thomas More Law Center from your retirement assets, you will need to request a beneficiary change form from your plan administrator.
To designate the TMLC as a beneficiary of your retirement plan, please use the following information:
- Legal Name: Thomas More Law Center
- Legal Address: 24 Frank Lloyd Wright Drive, Lobby D, Ann Arbor, MI 48105
- Tax ID Number: 38-3448297
The Thomas More Law Center maintains relationships with qualified estate planners, tax consultants, and charitable gift consultants. If you have any questions about how to effectively make a planned gift, the Center will be pleased to assist you. Please contact our offices at 734-827-2001, or by e-mail at brooney@thomasmore.org.
The Thomas More Law Center is not engaged in providing estate or tax advice services. The purpose of the above information is to provide general information that might be helpful in considering a planned gift. The information provided should not be substituted for the advice from a qualified tax attorney or estate planner.
