HOME | CONTACT US       

The Foundation
  of the Roman Catholic Diocese of Albany, NY
 

 
 
     

Gift during your lifetime

Gift after your lifetime

Bequest

Gifts of Retirement Plans

Life Insurance

Planned Giving Calculator

 

Ways To Give
Make a gift after your lifetime

Gifts of Retirement Assets
(Give More for Less)

 
How it Works
   
You name Roman Catholic Diocese of Albany as the beneficiary of your IRA, 401(k) or other qualified plan.
   
Any residual left in your plan when you die passes to the Diocese tax-free.
   
   
Benefits
   
  • You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to the Diocese. 
  • You can continue to take withdrawals during your lifetime.
  • You can change your beneficiary if your circumstances change.
  • You can elect to leave retirement plan assets to the Diocese through your will or revocable trust instead.
  • You can have the satisfaction of knowing that your hard-earned retirement assets will support the Diocese when you are gone.

 

 
 
 

Development and Stewardship Office
Roman Catholic Diocese of Albany
40 North Main Avenue
Albany, NY 12203
518-453-6657
E-mail:
thomas.prindle@rcda.org