RETIREMENT PLAN ASSETS for the Foundation for Clinical Pastoral Education
Did you know that you could support the Association for Clinical Pastoral Education’s important educational mission by naming the Foundation for CPE as the partial or sole beneficiary of your IRA, 401(K), 403(B) or other retirement assets?
Since retirement plan assets may be subject to both income and estate taxes if left to heirs, estate planners often recommend that you designate all or a portion of the assets to a charitable organization like the Foundation for CPE. By leaving such assets to the Foundation for CPE, you can pass other assets to your heirs, which may lower the tax burden.
You should request a "change of beneficiary" form from your retirement plan administrator. On this form you can name the Foundation for CPE, as sole or partial beneficiary, or you can name the Foundation for CPE as a contingent beneficiary in case you are predeceased by your immediate beneficiary.
On the form list us as:
Foundation for Clinical Pastoral Education
5430 Fredericksburg Road, Suite 200
San Antonio, Texas 78229
Tax ID #
For more information and the tax ID#, contact us at 678-636-6220 or info@foundationforcpe.org.