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Gifts of Retirement Assets
(Is this gift for you?)
A gift from your Retirement Account is for you if...
- You hold a 401(k), IRA, or other retirement plan.
- You prefer to make a gift to us through your estate plan.
- You want to balance your giving between providing for your family and for us.
- You want to ensure the most efficient distribution of the assets in your estate.
For more information
Email
us, complete the personal gift proposal form,
or call us at 510-642-6300 so that we can assist
you through every step of the process.
