Gifts from Retirement Plans at Death
How It Works
- You name Choate Rosemary Hall 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 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
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Main Contact for Print and Web |
Choate Rosemary Hall |
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer
PLANNED GIVING OFFICE
Cole Depuy
Advancement Program Coordinator
(203) 697-2855
cdepuy@choate.edu
333 Christian Street
Wallingford, CT 06492