Contrary to popular belief, planned gifts don’t stem from wealth—they grow from a true desire to make Roxbury Latin an extraordinary place for boys and their learning.

Giving from Your Retirement Plan

Gift of Retirement Plan Diagram

How It Works

  • Name Roxbury Latin 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 Roxbury Latin 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.

Next