Gifts of Retirement Plans

Click Here for Detailed Explanation

How It Works

	You name St. Joseph's Prep as the beneficiary of your IRA, 401(k) or other qualified plan.
	Any residual left in your plan at your death passes to the Prep tax-free.

Benefits

• You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
  
• You can continue to take withdrawals during your lifetime.
  
• You can change your beneficiary if your circumstances change.
  
• You can elect to leave retirement plan assets to the Prep through your will or revocable trust instead.
  
• You can have the satisfaction of knowing that your hard-earned retirement assets will support St. Joseph's Prep when you are gone.
  

More

• Read more detail. Click here.