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Making a Gift Through a Retirement Plan

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.

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