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Giving from Your Retirement Plan


How It Works

  • Name The Potomac School as a beneficiary of your IRA, 401(k), or other qualified plan.
  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.
  • Pass the balance in your plan to Potomac after your death.

Benefits

  • Avoid the potential double taxation your retirement savings would face if you designated these savings to your heirs.
  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.

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

Jinene Christian
Associate Director of Development
703-749-6326
jchristian@potomacschool.org

 

"A child is an innocent vessel, and you pour things into it. Your nurture your children from birth up; then, if you send them to Potomac, I think they'll make it."
— Bettina (Hartley) Tierney '52