2018 Financial and Fraternal Report

the purchase of life insurance through Catholic Financial Life 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 Catholic Financial Life Foundation the beneficiary. Whatever you decide, leverage your RMD to make a positive impact in your community.

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.

Contact us to learn more.

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.

15-0059-5/19 H adq art r d in Mi wa k , Wis. Prod cts and Services not available in all states.

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