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How It Works
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You name Wayne Presbyterian Church as the beneficiary of your IRA, 401(k) or other qualified plan.
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Any residual left in your plan when you pass on passes to Wayne Presbyterian Church tax-free.
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Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Wayne Presbyterian Church.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You can elect to leave retirement plan assets to Wayne Presbyterian Church through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support Wayne Presbyterian Church when you are gone.
More
Your interest in planned giving to Wayne Presbyterian Church is greatly appreciated. If you would like to learn more about gifts from retirement plans, please contact Rev. Steven Harberts, Associate Pastor at stharberts@waynepres.org or (610) 688-8700; or the Chair of the Planned Giving Committeee, M. Parker Blatchford at mpblatchford@aol.com or (610) 688-9030; or complete the Information Request Form.
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