Gifts From Retirement Plans Make Sense
"Students at Loyola receive more than just a university education; they learn how to live full, enriching lives. And as a result of values instilled at Loyola, graduates become better family members, better parents and better community leaders-truly men and women for others."
-The Late Adrian Duplantier, J.D. '49
U.S. District Court Judge, Eastern District of Louisiana Judge Duplantier provided for Loyola through gifts from his IRA. Retirement assets may be subject to income tax upon distribution to heirs. This tax is eliminated if they are given to charity.
Learn More
Contact our Office of Planned Giving about a bequest, a gift of life insurance or retirement assets, a charitable trust, or gift annuity at 504-861-5442 or kmaney@loyno.edu. You can also learn more by clicking here.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.