Retirement Plan Assets

Make a gift while leaving more of your estate to your heirs. Name Chaminade as a beneficiary of your IRA, 401(k), or other qualified retirement plan. 
 

Benefits
 
  • You may continue to take regular withdrawals

  • If your family’s needs change you maintain flexibility to change beneficiaries

  • Retirement plans may be heavily taxed if left to anyone other than the legally recognized spouse. Naming Chaminade as a beneficiary can help avoid both the estate tax and income tax due on these tax deferred plans if you distributed them to your heirs. 
Contact Us
For more information on including Chaminade College Preparatory in your estate plans, please contact:
 
Kristine D. Calara
Vice President of Advancement
818.360.0615
 
Tori McNees 
Director of Development, Major Giving
818.360.0615

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  • We pride ourselves in living out the charism and values

    of what makes our school distinctly Catholic.

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