Retirement Plan Assets

Retirement Plan Assets

Designating Pine Street Inn as a beneficiary of your IRA, 401k, 403b or other retirement plan is a simple and flexible way to have an enduring impact on Pine Street Inn’s work. With this gift option, you are not changing your will or trust and do not need to use an attorney.

To designate retirement plan assets, all you have to do is fill out a form provided by your retirement plan administrator and include Pine Street Inn as a beneficiary. On the form, you can specify that a beneficiary receives all or a percentage of the assets.

Many donors use retirement account assets in their charitable gift planning because of the flexibility they afford. By using retirement account assets to make a gift (and selecting alternative assets to leave to family members), you may be able to reduce potential taxes and leave more to your intended beneficiaries.

We are here to help!
Every situation is different. Please contact Davi Axinn Levine, Director of Planned Giving, at 617.892.9244 or Daxinnlevine@pinestreetinn.org for assistance with calculations, to receive a brochure, or to explore other giving options that meet your charitable giving goals. 

Tax ID number: 04-2516093
Address: Pine Street Inn, Attn: Development, 444 Harrison Avenue, Boston, MA 02118