Gift Planning

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
Click to See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
Click to See Diagram
“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts (QCD) Thumbnail
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Disclaimer

The Ethel Walker School admits students of any race, color, religion, sexual orientation, national and ethnic origin to all the rights, privileges, programs, and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, religion, sexual orientation, gender identity, national and ethnic origin in administration of its educational policies, admissions policies, scholarship and loan programs, and athletic and other school-administered programs.

The Ethel Walker School does not discriminate against employees or prospective employees based on race, color, sex, age, religion, national and ethnic origin, pregnancy, present or past history of mental disability, intellectual disability, learning disability, physical disability, marital status, sexual orientation, gender identity or expression, veteran status, genetic information or any other protected class under applicable law. The Ethel Walker School is an Equal Employment Opportunity (EEO).

The Ethel Walker School is an independent, college preparatory, boarding and day school for girls in grades 7 through 12 and PG.

The Ethel Walker School
230 Bushy Hill Road
Simsbury, CT 06070 USA

Main Number: +1-860-408-4467
Admission Office: +1-860-408-4200
Advancement Office: +1-860-408-4251

All For Girls
Since 1911