Skip navigation

Obstacles When Charities are Named as Beneficiaries of a Retirement Account

Steps to make transfer of assets more efficient and with less wasted cost and time.

There’s an undercurrent of grumbling and frustration when executing a transfer of retirement assets from a deceased individual’s retirement account to a charity that was named as a beneficiary of the account. In a survey conducted by the National Association of Charitable Gift Planners, 43% of organizations reported that they experienced difficulty collecting beneficiary proceeds from one or more individual retirement account administrators.1 There also have been reports of IRA


Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).

If you are interested in unlimited article access for one year, please select Annual Subscription below.

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.