Gifts from Retirement Plans at Death

How It Works

1. You name Catholic Charities as beneficiary for part or all of your retirement-plan benefits
2. Funds are transferred by plan administrator at your death

Benefits

• No federal income tax is due on the funds that pass to Catholic Charities
• No federal estate tax on the funds
• You make a significant gift for the programs you support at Catholic Charities

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

Inspired by the Gospel mandates to love, serve and teach, Catholic Charities provides care and services to improve the lives of Marylanders in need.

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