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Holy Name Foundation
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For More Information:
Cathleen Davey
President, Holy Name Foundation
Vice President for Development, Holy Name
201-833-3014
cdavey@holyname.org
Holy Name
718 Teaneck Road
Teaneck, NJ 07666
Gifts from Retirement Plans at Death
How It Works
- You name Holy Name as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to Holy Name
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Holy Name
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
More Information
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Cathleen Davey |
Holy Name |
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