Planned Giving

Retirement Plan Assets

Consider a Donation of Retirement Assets

Retirement plan assets support our mission and provide a tax relief for your loved ones. 
Money in an employee retirement plan, IRA or tax-sheltered annuity may be subject to federal and state estate taxes, and these plans have income that has yet to be taxed. When a distribution is made from your retirement plan account to a beneficiary, that person will owe federal income tax in addition to applicable state income taxes.

Consider leaving your retirement plan assets to the Archdiocese of Chicago to support our work. As a nonprofit organization, we are tax-exempt and will receive the full amount of what you designate to us from your plan. You can take advantage of this gift opportunity in the following ways:

  • Name us a beneficiary of your plan (Link)
  • With an IRA charitable rollover (Link)
  • Fund a testamentary charitable remainder trust (Link)

Next Steps

  • For additional information on giving retirement plan assets, please contact:
    Elin R. Schriver, Planned Giving Relationship Manager
    Archdiocese of Chicago
    835 North Rush Street
    Chicago, IL 60611-3020
    312.534.5396
    eschriver@archchicago.org
  • Seek the advice of your financial or legal advisor.
  • If you include the Archdiocese in your plans, please use our legal name and federal tax ID.

Legal Name: Archdiocese of Chicago or The Catholic Bishop of Chicago

Federal Tax ID Number: 36-2170826