IRA Gifts

For those aged 70½ and older, making a contribution to Holy Family from your IRA can be a tax-smart way to support our ministry.

Best of all?

Your gift will make a meaningful impact on those who seek to know God more deeply!

Donate Money from Your IRA to Holy Family

Not living off your IRA savings? Making a tax-free donation to charity could benefit someone in need—and you. It's easy.

How It Works

  • Donors aged 70½ and older can give up to $108,000 annually through a qualified charitable distribution (QCD) ($216,000 for spouses with separate IRAs).

  • If you're 73 or older, your IRA gift counts toward your required minimum distribution (RMD), satisfying your withdrawal requirement while supporting Holy Family tax-free.

  • Contact your IRA administrator to initiate the tax-free transfer. Your custodian can start an electronic transfer or issue a check payable to "Passionist Fathers of CT" and mail it directly to:

Holy Family Passionist Retreat Center
Attn: Development Office
303 Tunxis Road
West Hartford, CT 06107

Holy Family's tax ID number is 06-0665178

  • Please ensure your IRA custodian includes your name and address (as the donor of record) and specifies how you'd like your gift to be used (e.g., a specific ministry or fund).

  • Contact us with questions about directing your gift to ensure it's used as you intend.

Make Holy Family a Beneficiary of Your IRA

  • You may also name Holy Family as the beneficiary of all or a portion of your IRA upon your death. Contact your IRA administrator to complete a beneficiary designation form—this can often be done online.

  • Making Holy Family a beneficiary of your retirement account is one of the most tax-efficient ways to fund a charitable gift from your estate, potentially reducing or eliminating federal estate and income taxes on your retirement account.

  • As a beneficiary designation donor, you qualify for membership in The Flynn Heritage Society. Learn more by contacting us at dfleming@holyfamilyretreat.org or 860-760-9710.

For more information, please contact:

Dawn Fleming, CFRE
Director of Donor Relations and Planned Giving
Holy Family Passionist Retreat Center
303 Tunxis Road
West Hartford, CT  06107
203-232-0444
dfleming@holyfamilyretreat.org