Increase Font Size Decrease Font Size Print Page Contact the National Council of the United States Society of St. Vincent De Paul

| The National Council of the United States Society of St. Vincent De Paul

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 SVdPUSA far into the future.

How It Works

  • Name or designate the National Council of the United States Society of St. Vincent De Paul as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to SVdPUSA by contacting your plan administrator.
  • Important! Tell SVdPUSA about your gift. Your plan administrator is not obligated to notify us. So if you don't tell us, we may not know.

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.

Next


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com