Giving from your Retirement Plan
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 federal taxes, and support St. Rose far into the future.
HOW IT WORKS
Name or designate St. Rose as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
Pass the balance of your retirement assets to St. Rose by contacting your plan administrator.
Important! Your plan administrator is not obligated to notify us. So if you don't tell us, we may not know. Please contact The Advancement Office to let us know your plans.
MAKE A “TAX-FREE” GIFT THROUGH YOUR IRA
IRA Charitable Rollover is Now Permanent
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.
Contact David Furbish to talk more about these options.