Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name Choate Rosemary Hall 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 Choate Rosemary Hall
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Choate Rosemary Hall

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

Christopher A. Reichart
Senior Associate Director, Planned Giving
(203) 697-2553
creichart@choate.edu

 

Choate Rosemary Hall
333 Christian Street
Wallingford, CT 06492

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PLANNED GIVING OFFICE

Christopher A. Reichart
Senior Associate Director, Planned Giving
(203) 697-2553
creichart@choate.edu

333 Christian Street
Wallingford, CT 06492

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