Planned Giving at Convent of the Sacred Heart

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Gifts from Retirement Plans

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

You name Convent of the Sacred Heart as the beneficiary of your IRA, 401(k) or other charitable plan.

The remaining balance in your plan passes to Convent of the Sacred Heart after your death.

Benefits

Your retirement savings escape both estate and income tax when you direct the balance of your plan to Convent of the Sacred Heart.
You can continue to take withdrawals during your lifetime.
You can change your beneficiary if your circumstances change.
You have the satisfaction of knowing that your hard-earned retirement assets will support Convent of the Sacred Heart when you are gone.

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To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at (203) 532-3550 so that we can assist you.

Convent of the Sacred Heart
1177 King Street
Greenwich, CT
(203) 532-3550