How You Can Help

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

  1. You name DRI as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to DRI
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at DRI

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

 

Contact Us

Office of Gift Planning
jshapiro@drif.org
(800) 321-3437

Diabetes Research Institute Foundation, Inc.
1450 N.W. 10th Avenue, 2nd Floor
Miami, FL 33136

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