Ways to Give

Planned Giving

Giving from Your 401k or IRA Retirement Plan

Leave family the balance of savings and checking accounts, and donate double-taxed assets like IRAs to us.

Gift of Retirement Plan Diagram

You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support Calvert Hall College High School far into the future.

How It Works

  • Name or designate Calvert Hall College High School as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to Calvert Hall College High School by contacting your plan administrator.
  • Important! Tell Calvert Hall College High School about your gift. Your plan administrator is not obligated to notify us, so if you don't tell us, we may not know.

70 ½ or older? Make a “Tax-Free” Gift Through Your IRA

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.

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