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Gifts from Retirement Plans

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

  You name the Archdiocese of Chicago as the beneficiary of your IRA, 401(k) or other qualified plan.

  The remaining balance in your plan passes to the Archdiocese of Chicago after your death.

Benefits

  • Your retirement savings escape both estate and income tax when you direct the balance of your plan to the Archdiocese of Chicago.
  • 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 the Archdiocese of Chicago when you are gone.

More

To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at 312-655-7848 so that we can assist you.
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