Planned Giving

  201-833-3014    |      cdavey@holyname.org

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

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

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

 

Contact Us

Cathleen Davey
President, Holy Name Foundation
Vice President for Development, Holy Name
201-833-3014
cdavey@holyname.org

Holy Name
718 Teaneck Road
Teaneck, NJ 07666

Federal Tax ID Number: 22-2737143

Back