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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 Potomac far into the future.

How It Works

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

Important Related Topics


  • 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.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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Contact Information

Barbara Overstreet
Director of Development


"Potomac provides so many amazing opportunities for kids and adults to grow and learn, and I am happy for any small part I can play in helping kids take advantage of the special gift that is Potomac"
— Sharyn Stein, Potomac Teacher and Coach