Gifts from Retirement Plans

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How It Works

You name Pittsburgh History & Landmarks Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.

The remaining balance in your plan passes to PHLF after your death.

Benefits

  • Your retirement savings escape both estate and income tax when you direct the balance of your plan to PHLF.
  • You can continue to take withdrawals during your lifetime.
  • You can change your beneficiary if your circumstances change.
  • You have the satisfaction of knowing that your hard-earned retirement assets will support PHLF when you are gone.

More

To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at (412) 471-5808 so that we can assist you.




Pittsburgh History & Landmarks Foundation
100 West Station Square Drive, Suite 450
Pittsburgh, PA 15219-1134
(412) 471-5808 | Fax: (412) 471-1633
E-Mail: jack@phlf.org

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