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Who Should Be Your Retirement Beneficiary? The IRS or Bergen Catholic? I Choose Bergen Catholic!


Here’s Why You Might Want to Choose Bergen Catholic Your retirement plan is always subject to federal and state (if applicable)


income taxes. And, for some of us, even estate taxes. These taxes can signifi- cantly shrink what’s left for your family compared to other estate assets.


Here’s Another Option* Designate Bergen Catholic as the beneficiary of all, or part of, your retire-


ment accounts (IRAs, 401(k)s, 403Bs—even life insurance policies) and the proceeds will come to us tax-free! Then, make sure your after-tax assets, like bank accounts, stock or real estate, pass to your heirs through your will or trust. Your loved ones may receive more from your non-retirement estate assets,


and Bergen Catholic will benefit, too! And it’s easy to do. Simply complete a “beneficiary designation” form with your retirement account administrator or life insurance agent. Contact: Joseph L. Branciforte, Sr. ’64, P ’03, Director of Strategic Gift Planning (201) 634-4140 jbranciforte@bergencatholic.org


*We recommend that you always consult with your estate attorney and/or tax advisor for professional advice and education before making any planning decisions.


To learn more about estate planning/planned giving opportunities, visit our web page at www.bergencatholic.org ¶ Giving¶ Ways to Give¶ Estate Planning/Planned Giving


Crusader Legacy Society Membership Roll* NEW NEW NEW


Thomas J. Alrutz ’61 F. Ronald Biggs ’65 (RIP) Joseph L. Branciforte ’64 Roger W. Breslin, Jr., Parent John M. Brunner ’65 Francis X. Donlan ’63 James J. Dowling ’64 Robert E. Fortsch ’73 Deirdre Fortune, Parent Thomas J. Furlong, Jr. ’80 (RIP) Carl G. Haas, Parent Rev. Msgr. Robert J. Harrington ’62 (RIP) Michael J. Haviland ’78 Jack C. Howley ’79 Michael James Jordan ’61 Stephen Koll ’69 Mr. (RIP) & Mrs. John Lowe, Parents Mr. & Mrs. Richard Mady, Parents Peter Manzetti, Jr. ’78


*Represents all self-reported planned gifts through publication date NEW


Mr. & Mrs. Gerard J. Maughan, Parents Thomas McCarthy ’72 Mr. & Mrs. James W. O’Brien ’62, Parents The Honorable John B. Paolella ’67 (2 gifts) James C. Petrolino ’62 Artie Prior ’59 Robert J. Rapport ’69 Dennis M. Sigrist ’82 (RIP) Frank J. Sposato ’69 (RIP) Mary C. Steidl, Parent Mr. & Mrs. Brian A. Tramontozzi ’90 Kathleen M. Treubig, Parent John A. Uzzi ’63 Steve Warwick ’60 Mr. & Mrs. James Whelan, Parents Kurt E. Zecchin ’68 (RIP) Joseph A. Zodl ’66 Anthony M. Zupcic ’66


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