Gifts from Retirement Plans
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How It Works
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You name Catholic Charities of Los Angeles, Inc. as the beneficiary of your IRA, 401(k) or other qualified plan.
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The remaining balance in your plan passes to Catholic Charities after your death. |
*Gifts of retirement plan assets during your lifetime are not recommended because they are subject to income-tax. Legislation is pending that may change this.
Benefits
- Your retirement savings escape both estate and income-tax when you direct the balance of your plan to Catholic Charities.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You have the satisfaction of knowing that your hard-earned retirement assets will support Catholic Charities when you are gone.
More
To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at 213-251-3495 so that we can assist you.
