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Naming 圣安德鲁’s School as a primary or contingent beneficiary of a retirement p局域网(e.g. IRA, SEP, 401(k), 403(b), ESOP, etc.) benefits both you as the donor and 圣安德鲁’s School.  和大多数计划好的礼物一样, gifts of retirement plans produce tax savings for the donor while being extremely beneficial to the school.

圣安德鲁’s School as a nonprofit institution is not subject to the income and estate taxes usually imposed when retirement plan assets are distributed. If plan assets are designated to an individual, the federal and state estate taxes imposed could result in a lose of up to 80%. Gifting a retirement plan can be a very effective tool to maximize the transfer of funds in the exact way intended.

3项清单.

  • 如何做

    The plan administrator of your retirement account (the company that manages the account) can help you designate 圣安德鲁’s School as a primary or contingent beneficiary on the plan's beneficiary designation form.  (Please send 圣安德鲁’s a copy of this form for our records.)

    On the “Change of Beneficiary Form,” list 圣安德鲁’s School as receiving in full,  a percentage of the plan along with another beneficiary, or as a contingent beneficiary.  This means that if all other beneficiaries are deceased, the account passes to 圣安德鲁’s.  We encourage you to consider placing 圣安德鲁’s as one of the primary beneficiaries.
  • Learn more about the IRA Charitable Rollover

    A donor’s total combined charitable IRA rollover contributions cannot exceed $100,在任何给定的年份.  Distributions can only be made from traditional Individual Retirement Accounts or Roth IRAs.  Charitable donations from 403(b) plans, 401 (k)计划, 养老金计划, and other retirement plans are ineligible for the tax-free treatment.  Donors cannot receive any goods or services in return for charitable IRA rollover contributions in order to qualify for tax-free treatment.  In order to benefit from the tax-free treatment, donors must obtain written substantiation of each IRA rollover contribution from each recipient charity and must be 70½ or older at the time of gift. (可扩展的列表结束)

    To name 圣安德鲁’s School as a beneficiary, you will need to provide the following information on your beneficiary designation form:
    法律(受益人)名称: 圣安德鲁’s School of Boca Raton, Inc.
    地点: 慢跑路3900号 Boca Raton, FL 33434
    税号(EIN)号码: 59-0942383

    Please remember to consult your financial planner and accountant for tax advice.  If you have any questions about including 圣安德鲁’s School in your estate plans, 请联系Ronnie Bidder, Director of Major and Planned Gifts, 或卢卡斯Metropulos, Major and 计划给 Officer, at (561) 210-2060 or email us at: 计划.giving@saintandrews.净.
  • Reasons to consider leaving a retirement account to 圣安德鲁’s School

    By leaving a qualified retirement plan to a nonprofit and leaving more tax-advantaged assets to your heirs, 你可以保护你的财富, 指导其未来的使用, and leave generous legacies to family and charity.  例如, an inherited home can be sold for its value at the owner’s date of death and the heirs pay no federal income or 资本利得税, although taxes will be due on any amount over the dated value.  Stocks held outside a qualified account receive a step-up in cost basis to the value on the date of death, so heirs pay no 资本利得税 on the stock's appreciation during the original owner’s lifetime.

    The income tax burden to individual recipients can be reduced by leaving your heirs assets that have tax-free income (e.g., Roth IRA) or whose basis can be stepped up at your death (e.g., real estate or appreciated securities in a taxable account).  另一方面, by donating assets such as traditional IRAs and 401(k)s to a tax-exempt public charity, pre-tax monies can be received without paying income taxes.

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一个非营利性的, 独立的, co-educational school for grades Pre-K - 12, 圣安德鲁's School is a private day and boarding school located in Boca Raton, educating the best students from across Palm Beach County, 佛罗里达, 美国, and throughout the world in the Episcopal tradition.
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