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Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name Miss Porter's School 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 Miss Porter's School
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Miss Porter's School

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

Susan MacColl Walker
Director of Gift Planning
860-409-3626
swalker@missporters.org

 

Miss Porter's School
60 Main Street
Farmington, CT 06032

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