Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name the Catholic Community Fund 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 the Catholic Community Fund
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at the Catholic Community Fund

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

Next Steps

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