Give Today

Beneficiary Designation Gifts

Beneficiary Designation Gifts

Beneficiary Designation Gifts

Make a Future Gift of Retirement Assets

Designating Roger Bacon High School as a beneficiary of your retirement account is a simple and impactful way to support our mission.

Many individuals find they do not need all of their retirement assets during their lifetime. By naming Roger Bacon as a beneficiary, you can direct those remaining funds to make a lasting difference for future Spartans.

How It Works

You can name Roger Bacon High School as a beneficiary of assets such as:

  • IRA accounts
  • 401(k) or 403(b) plans
  • Pension plans
  • Investment or bank accounts

This is done by completing a beneficiary designation form through your account provider. The process is straightforward and does not require changes to your will or trust.

Why Consider This Type of Gift?

Beneficiary designations offer several advantages:

  • Easy to set up and update at any time
  • Allows you to retain full access to your assets during your lifetime
  • Supports the causes that matter most to you
  • May reduce the overall tax burden on your estate
  • Can help maximize what you pass on to your loved ones

Tax Efficiency

Retirement assets are often subject to income taxes when passed on to heirs. In some cases, a significant portion of these funds may be reduced by taxes.

By contrast, charitable organizations like Roger Bacon High School can receive these assets without being taxed. This means your gift can make its full intended impact.

Many donors choose to leave more tax-efficient assets—such as appreciated stock or real estate—to family members, while designating retirement assets to charity.

Steps to Get Started

  1. Contact your retirement plan administrator or financial institution
  2. Request a beneficiary designation form
  3. Name Roger Bacon High School as a full or partial beneficiary
  4. Share your plans with us if you’d like to ensure your gift is used as intended

A Simple Way to Leave a Legacy

This type of gift allows you to support Roger Bacon High School in the future while maintaining complete control of your assets today. It’s one of the easiest ways to create a meaningful and lasting legacy.