Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

  1. You name Walker's as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to Walker's
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Walker's

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

Gretchen Orschiedt
Assistant Head for Advancement
860-408-4260
gorschiedt@ethelwalker.org

 

The Ethel Walker School
230 Bushy Hill Road
Simsbury, CT 06070
Federal Tax ID Number: 06-0689699

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