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Retirement Plans

You may want to consider listing Catholic Charities as the beneficiary of your 401(k), pension or other retirement plan, and leave other assets to your family. With Catholic Charities as the primary beneficiary, the retirement plan will not be subject to income and estate taxes, and Catholic Charities will be able to benefit from the full amount of the plan.

To make the designation, simply advise your plan administrator of your decision and complete and sign a change of beneficiary form.

The information on this site is not intended as legal, tax, or investment advice. Please consult an attorney or a tax and/or investment professional to find the planned gift that best fits your situation.




 

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Catholic Charities
touches more than
80,000 lives annually.

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