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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 creativity, 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 retirement plan.
  • Pass the balance of your retirement assets to Tatnall by contacting your plan administrator.
  • Please advise Tatnall so we may thank you.

Benefits

  • 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.

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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