St. John Francis Regis Legacy Society

When you include Regis Jesuit High School in your will or estate plan, you become a member of the St. John Francis Regis Legacy Society and help ensure the long-term viability of the school.

more

About Bequests

You may be looking for a way to make a significant gift to help further the mission of Regis Jesuit High School. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can assist in the growth of our endowment, ensuring a Catholic, Jesuit education remains accessible and affordable to all qualified students.

more

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

more

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

more
Text Resize

The Testamentary Charitable Remainder Unitrust

A solution to the Secure Act and Beneficiary Inheritance Planning

Are you planning to leave your IRA to your children and other heirs using a stretch IRA plan?

Did you know the Secure Act has dramatically changed the tax law rules, substantially increasing the income taxes paid by your children on inherited IRAs?

If so, consider the benefits of using a testamentary charitable remainder unitrust to replace your obsolete stretch IRA plan.

  • Spreads out the income payments over the lifetime of your heirs
  • Provides income tax saving to the heirs
  • Allows tax-free growth inside the trust
  • Protect heirs
  • Results in no taxes being paid on the IRA when it is distributed to the trust
  • Leaves significant charitable gifts to support our cause

For more information about a testamentary charitable remainder unitrust, please contact us.

scriptsknown