Giving from Your 401k or IRA Retirement Plan

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 Catholic Health - Landing far into the future.

How It Works

Name or designate Catholic Health - Landing as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
Pass the balance of your retirement assets to Catholic Health - Landing by contacting your plan administrator.
Important! Tell Catholic Health - Landing 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.

Frequently asked questions on retirement plans.
Contact us so we can assist you through every step.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.