DID YOU KNOW:

White House Retreat does not receive any funding from the Archdiocese of St. Louis or any Jesuit province.

Everything you find at White House today was made possible by the generosity of our donors.

Your gift will help ensure that this 100+ year-old tradition will continue for generations to come!

White House Retreat is a registered

501(c)(3) nonprofit organization.

To include White House Retreat in your financial plans, please contact your preferred financial advisor or financial institution.

TRUSTS
A revocable living trust is a prudent estate planning strategy that establishes the distribution of your assets upon your passing.

The trust remains revocable while you are alive; providing the ability to amend as you see fit.

Upon death, your living trust becomes irrevocable, which means that your wishes are now set in stone. Your successor trustee steps in to take inventory of the trust assets and manage the distribution of your assets to the beneficiaries named in the trust.

WILLS
Please consider White House Retreat in your will. Wills offer the donor flexibility, wheras you can update or change your will in the event that life circumstances change.

In as little as one sentence, you can add White House Retreat to your will or living trust and complete your gift.

QUALIFIED CHARITABLE DISTRIBUTIONS (QCD)

Owners of Qualified Accounts such as Individual Retirement Accounts (IRA), 401(k)s, 403(b)s, and Profit Sharing Plans who reach age 73 are required by the IRS to satisfy their Required Minimum Distribution (RMD).

These distributions are taxed as ordinary income.

A QCD is a direct distribution from one’s qualified account to the charitable organization.

The potential benefits:

  • Reduce one’s taxable income

  • Prevent phaseouts of other tax benefits, such as itemized deductions

  • Reduce taxes on Social Security benefits

  • Lower Medicare premiums

DONOR ADVISED FUNDS

This offers you the flexibility to give wherever and whenever it’s needed. Fund your account with cash and securities today, and you will receive one tax receipt you can use right away. Then you can manage your giving over time, and grow your fund through managed investments and additional contributions.

Tax benefits of DAF:

  • Receive a charitable tax deduction up to 50% AGI (Adjusted Gross Income) on each contribution per year

  • Contribute appreciated securities, avoid capital gains, and deduct up to 30% AGI

  • Manage one tax receipt

  • Select investment options and proceeds grow tax-free

  • Minimize estate taxes on contributed assets

Please consult your CPA, financial advisor, or tax advisor.