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Legacy Planning: Retirement Account Gifting

Posted on August 11, 2024 by Published by

Many of us have diligently worked to accumulate the wealth that God has bestowed upon us. Now, let’s consider giving back to our parish community.

Have you thought about making a gift through your individual retirement account (IRA)? By naming our beloved Our Lady of the Wayside as a beneficiary, you’ll provide vital financial support. The entire value of your gift will be transferred to us, free from federal estate and income tax. Best of all, changing the beneficiary on your retirement plan costs nothing but holds immeasurable value for our future parish community.

Please contact your IRA administrator for more information, or contact Patrick Fitzgerald, Our Lady of the Wayside’s Operations Director, at (847) 253-5353 x229 or operations@olwparish.org.

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