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Planned Giving

Giving from Your Retirement Plan

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    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 Chapel far into the future.

    How It Works

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

    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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    The material presented on this Planned Giving website is not offered as legal or tax advice.
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