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.
For more information
Email us, complete the personal illustration form, or call us at 518-453-6676 so that we can assist you through every step of the process.
Development and Stewardship Office Roman Catholic Diocese of Albany 40 North Main Avenue Albany, NY 12203
518-453-6676 | Fax:
E-mail: nicole.pezzulo@rcda.org
