Planned Giving

Giving from Your 401k or IRA Retirement Plan

    Giving from Your 401k or IRA 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.

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


    • 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.


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