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Increase Font Size Decrease Font Size Print Page Contact the Sisters of Charity of Saint Elizabeth

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 federal taxes, and support the Sisters of Charity far into the future.

How It Works

  • Name the Sisters of Charity of Saint Elizabeth as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to the Sisters of Charity by contacting your plan administrator.
  • Important! Tell the Sisters of Charity about your gift. Your plan administrator is not obligated to notify us. So if you don't tell us, we may not know.

70 ½ or older? Make a “Tax-Free” Gift Through Your IRA

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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