Increase Font Decrease Font

Retirement Plan

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 the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, far into the future.

How It Works

  • Name the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, as a beneficiary of your IRA, 401(k), or other qualified plan.
  • Designate the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, to receive all or a portion of the balance of your plan through your plan administrator.
  • Pass the balance in your plan to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry.

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