My SSSAS
+
Increase Font Size Decrease Font Size Print Page Contact St. Stephen's & St. Agnes School

Giving from Your Retirement Plan

Gift of Retirement Plan Diagram
St. Stephen's & St. Agnes School

How It Works

  • Name St. Stephen's & St. Agnes 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.
  • The balance in your plan passes to St. Stephen's & St. Agnes after your death.

Important Related Topics

Benefits

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

Next


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2013 VirtualGiving.com

Print Print E-mail E-mail Share Share
Various Planned Gift Options Can:
  • Generate lifelong income
  • Convert low-yielding assets into a higher income stream at a reduced capital gains cost
  • Obtain significant tax deductions
  • Reduce or eliminate estate taxes
    • Signet Society
    Have you already designated the school in your estate plans? We would love to include you in our Signet Society. This special designation recognizes all individuals who make provisions for the school in their estate plans. Joining the Signet Society is a wonderful way to show your loyalty to the school as well as to leave a legacy for future Saints to follow. Let us know about your plans by completing our Signet Society Enrollment Form.
    Contact
    If you would like to explore other ways to make a planned gift to St. Stephen’s & St. Agnes School please contact: Kelly McCaskill, Campaign Director, kmccaskill@sssas.org or 703-212-2769.