Gifts of Retirement Assets
Make a lasting difference in a child’s life by supporting a cause you care about.
Maximize the impact of your assets with our smart, tax-wise giving options.
Discover how giving can benefit both you and the children we serve through valuable tax advantages.
Make a Gift of Retirement Assets
A gift of your IRA, 401(k), 403(b), pension or other tax-deferred retirement plan is a meaningful way to support Fresh Start Surgical Gifts and help provide life-changing medical care to children in need — completely free of charge.
A Gift That Makes a Lasting Impact
Like many people, you may not use all your retirement savings during your lifetime. Donating these assets to Fresh Start is a thoughtful way to leave a legacy while potentially reducing the tax burden on your loved ones.
IRA Rollover Options
If you’re 70½ or older, consider using a qualified charitable distribution (QCD), also known as an IRA charitable rollover, to make a tax-free gift from your IRA.
Download our IRA rollover guide for additional information.
Why Retirement Assets Are Smart to Give
Did you know that 60–65% of your retirement assets may be taxed if left to heirs?
Instead, consider leaving taxable retirement assets to Fresh Start Surgical Gifts and passing along other assets (like stocks or real estate) to loved ones, who receive a step-up in basis.
As a nonprofit, Fresh Start receives the full value of your gift — tax-free.
How to Make a Gift of Retirement Assets
- Contact your plan administrator and request a beneficiary designation form.
- Name Fresh Start Surgical Gifts as a primary or contingent beneficiary.
- That’s it! At your passing, these assets will transfer directly to Fresh Start tax-free, and your estate may receive an estate tax charitable deduction.
Official Organization Information
To name Fresh Start Surgical Gifts as a beneficiary, provide your plan administrator with the following:
Organization Name: Fresh Start Surgical Gifts
Tax ID: 33-0460177
Address: 2011 Palomar Airport Road, Suite 206, Carlsbad, CA 92011
Phone: 760.579.9110
Email: Michelle@FreshStart.org
Website: www.FreshStart.org
This is a personal financial decision, and we respect your privacy — we won’t reach out unless you ask us to. But if you’d like to connect, we’d truly love to hear from you.
Have questions or want to talk more?
Contact Michelle Pius at 760.448.2018 or email Michelle@FreshStart.org.
*Nothing in this material creates an obligation on the part of any donor, nor does it constitute a binding agreement. Planned gifts are subject to acceptance in accordance with the organization’s gift acceptance policies and applicable law.