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Retirement Plan Rollover
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Retirement Plan Qualified Charitable Rollover
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You can designate your parish, school, Catholic Foundation, or Catholic ministry in the Diocese of Jackson as the beneficiary of your retirement plan (IRA, Pension, 401(k), or 403(b) plans and let us know how you would like us to use your gift.
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Next Steps
- Contact Rebecca Harris at 601-960-8477 or [email protected] to discuss how to make a gift with a Qualified Charitable Distribution from your retirement funds.
- Seek the advice of your financial or legal advisor. Below are the letter templates you would send to your broker.
Qualified Charitable Distribution Gifts to the Diocese Forms:
Diocese QCD Form PDF
Diocese QCD Form Fillable
Qualified Charitable Distribution Gifts to the Foundation Forms:
Foundation QCD Form PDF
Foundation QCD Form Fillable -
Free PDF Reader
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The information on this site is not intended to provide tax, legal, or accounting advice. Please consult your professional advisor for personalized guidance.