2018 Annual Report DOH

the purchase of life insurance through Degree of Honor to leverage the impact of your gift. Or, you may transfer your RMDs to fund a tax-deferred annuity, making your favorite charity or the Degree of Honor Fund within the Catholic Financial Life Foundation the beneficiary. Whatever you decide, leverage your RMD to make a positive impact in your community. PLEASE NOTE: This information is not intended to be legal and/or tax advice. Check with your tax professional to determine your Required Minimum Distribution strategy. For more information regarding Required Minimum Distributions and Qualified Charitable Distributions, visit irs.gov. 15-0079-6/19 Degree of Honor is a division of Catholic Financial Life. Catholic Financial Life is headquartered in Milwaukee, Wis. Products and Services not available in all states. Contact us to learn more.

When planning your IRS Required Minimum Distributions with your tax advisor, consider having the withdrawal check of up to $100,000 made payable to a qualified charitable organization.

[9] THANK YOU FOR BEING A PART OF SOMETHING GREATER THAN YOURSELF.