Retirement Assets
By leaving the Cincinnati Children's Hospital Foundation as a beneficiary of your retirement accounts, you can leave a wonderful legacy to help change the outcome for our patients and their families. Determining the right plan for you depends on a number of factors including your age, income needs and financial objectives.
Benefits of Gifting Retirement Assets:
- Avoiding income tax; the income of the retirement asset will be taxed at the income tax rate of your beneficiaries
- Reducing or avoiding federal estate taxation
- Avoiding state inheritance tax (varies by state)
- The ability to name the Cincinnati Children's Hospital Foundation as a secondary beneficiary, leaving the bulk of your assets to your family
Recognition
The William Cooper Procter Society recognizes and honors friends of Cincinnati Children's who inform us of their intention to invest in the future of the medical center through planned or deferred gift arrangements.
Contact Us
For additional information regarding planned giving opportunities at Cincinnati Children's, please contact:
Karen Ecker Kratz, JD
Director of Gift Planning
Cincinnati Children's Hospital Medical Center
3333 Burnet Avenue, MLC 9002
Cincinnati, OH 45229-3039
Telephone: 513-636-5683
Fax: 513-636-7173
Email: karen.kratz@cchmc.org
