Gifts from Retirement Plans at Death
How It Works
- You name Deerfield as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to Deerfield
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Deerfield
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
Request an eBrochure
Which Gift Is Right for You?
Contact Us
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Rachel Moore, Senior Philanthropic Advisor & Director of Gift Planning Jessica Remillard P’26, Planned Giving Coordinator Email: plannedgiving@deerfield.edu |
Deerfield Academy |
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