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Spirit & Sustainability

Retirement Plans

These assets can be some of the most beneficial to donate, because of the two tiered tax implications. Upon the owner's death, the retirement plan assets become subject to both income taxes and estate taxes with a tax percentage rate as high as 80%! Therefore, it can be very costly gift to heirs. Contributing these types of assets to Integrative Spirituality (the corporate name of Universe Spirit,) can be done with ease through your plan's beneficiary clause. We recommend that you confer with your estate-planning attorney and tax advisor to become fully informed of your options. Please send us an e-mail at manage@universespirit.org with additional questions and/or to make appropriate arrangements.