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Giving from Your Retirement Plan


You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce Uncle Sam's cut, and support Catholic Extension far into the future.

How It Works

  • Name Catholic Church Extension Society as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to Catholic Extension by contacting your plan administrator
  • Please advise Catholic Extension so we may thank you.

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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All contributions are subject to Catholic Extension’s gift acceptance policy.
The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2014 VirtualGiving.com