We Exist to Inspire

Providence Day School exists to inspire in its students a passion for learning, a commitment to personal integrity, and a sense of social responsibility.

An independent, college preparatory school, grades Transitional Kindergarten through 12

Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail

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See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail

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Qualified Charitable Distribution (QCD) or
“IRA Rollover” Gifts for Donors Aged 70½ or Older
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnaila

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See Diagram

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Providence Day School
5800 Sardis Road Charlotte NC 28270
704.887.6000

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