Retirement Benefits

securities-life-insurance

You may name the Center for the Environment at Catawba College as a beneficiary of your retirement plans, such as pension plans, annuity contracts, 401(k) plans, 403(b) plans, and Individual Retirement Accounts. Many such plans are subject to estate taxes and are not ideal assets for family members to inherit. Therefore, by making the Center the beneficiary, estate taxes may possibly be avoided.

If you would like to discuss the possibility of donating stock to the Center for the Environment at Catawba College or designating the Center as the beneficiary for a life insurance or retirement plan, please contact Jay Laurens, Director of Resource Development, at 704-637-4295 or jlaurens@catawba.edu.