Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Emily Hirshbein
Director, Planned Giving

Matthew Del Greco
Senior Associate


Federal Tax ID Number: 13-1740011

 

Phone: 718 220 6894
Email: plannedgiving@wcs.org

2300 Southern Boulevard
Bronx, NY 10460

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer