Retirement Plan Beneficiary

Naming Casa Colina as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish your charitable goals while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Casa Colina as a beneficiary of all or a percentage of your retirement plan, you maintain complete control over the assets while living, but at your passing the remaining assets pass to Casa Colina free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy. Simply fill out a change of beneficiary form from your plan administrator and notify us. We can also assist you with the proper language for your beneficiary designation to Casa Colina.

For more information, contact:

  • Casa Colina Foundation
    255 East Bonita Avenue
    Pomona, CA 91767
    909/596-7733 x2232

  • Legal Name: Casa Colina Foundation
    State of Business: California
    Tax ID Number: 95-3655255