How it Works:

• Name St. Elizabeth School as a beneficiary of your IRA, 401(k), or other qualified plan.

• Designate us to receive all or a portion of the balance of your plan through your plan administrator.

• The balance in your plan is transferred to St. Elizabeth School after your death.

Benefits:

• Avoid the double taxation your retirement savings would face if you designated them to your heirs.

• Continue to take regular lifetime withdrawals.

• You have flexibility to change beneficiaries if your family's needs change during your lifetime.