Gifts from Retirement Plans
How it Works:
Name St. Elizabeth School as a beneficiary of your IRA, 401(k), or other qualified plan.
Designate us to receive all or a portion of the balance of your plan through your plan administrator.
The balance in your plan is transferred to St. Elizabeth School after your death.
Avoid the double taxation your retirement savings would face if you designated them to your heirs.
Continue to take regular lifetime withdrawals.
You have flexibility to change beneficiaries if your family's needs change during your lifetime.
If you are interested in giving to SES through a planned giving vehicle, please contact the SES Development Office at 410-889-5054, ext. 1152.
Popular Giving Arrangements Include: