Gifts of Retirement Plans

How It Works

	You name St. Andrew's as the beneficiary of your IRA, 401(k) or other qualified plan.
	Any residual left in your plan when you pass on passes to St. Andrew's tax-free.

Benefits

• You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
  
  
• 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 St. Andrew's through you will or revocable trust instead.
  
  
• You can have the satisfaction of knowing that your hard-earned retirement assets will support St. Andrew's when you are gone.
  

More

• Is this gift for you? Click here.
  
  
• Read more detail. Click here.

To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at 301-983-5200 so that we can assist you.

(Back to All Gifts-at-a-Glance)

St. Andrew's Episcopal School Episcopal School
8804 Postoak Road
Potomac, MD 20854
301-983-5200
lkiser@saes.org