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Gift of Retirement Assets

Gift of Retirement Assets
Retirement Assets
What To Give
A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to The Bishop's School.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. Make a gift and help further our mission.

Leave your retirement assets to us

Did you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to The Bishop's School. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

How to transfer your retirement assets

Your retirement assets may be transferred to The Bishop's School by completing a beneficiary designation form provided by your plan custodian. If you designate The Bishop's School as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

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THE BISHOP’S SCHOOL     7606 La Jolla Boulevard     La Jolla, CA 92037     (858) 459-4021
Founded in 1909 and affiliated with the Episcopal church, The Bishop’s School is an independent coeducational college preparatory day school for students in grades six through twelve who live throughout San Diego County.
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