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Giving from Your Retirement Plan

Gift of Retirement Plan Diagram

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

How It Works

  • Name The Tatnall 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 Tatnall.

Important Related Topics

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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Giving to Tatnall

Development Office
The Tatnall School
1501 Barley Mill Road
Wilmington, DE 19807

Make checks payable to:

The Tatnall School

If you wish to give using Visa, MasterCard or Discover, support us through Online Giving.

As always, Tatnall thanks you for your commitment and generosity.

If you have questions, contact:



302-892-4333