Making gifts from your IRA

Current Sheltering Arms Foundation board member, Barbara (Barbie) H. Dunn, PhD, RN, PNP has been involved with Sheltering Arms for more than a decade. Barbie is passionate about the organizations she supports and knows how she wants to give.

Barbie regularly supports the annual fund and the Campaign for Convergence. And she has made a planned gift. She wants to make sure any money remaining when she dies is distributed to organizations of her choice and that others are not choosing for her. She says (tongue in cheek), “if the decision is left to my husband the contributions might all go to University of Richmond Athletics!”

Barbie began making qualified distributions from her IRAs to Sheltering Arms at the required age 70 ½ (these were made directly from her

Legacy Gifts Give

IRA custodian). Starting this year she has a checkbook for each IRA and can write the check directly, making it even easier to give from her IRA. Sheltering Arms Foundation is also an IRA beneficiary. When she dies, a percentage of her remaining IRAs will go directly to Sheltering Arms Foundation. Directing this gift at her death allows her to make a bigger impact than she can during her lifetime. Barbie also receives tax benefits by giving through her IRA.

If you are interested in helping to provide hope, dignity, and self-respect to future patients by including Sheltering Arms Foundation in your estate plans, please contact Kelly del Campo Merricks at kmerricks@shelteringarms.com or 804-342-4132.