Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Nancy Uzo
VP Public Affairs
Tel: (631) 476-2723
Email: nuzo1@northwell.edu

 

Mather Hospital
75 North Country Road
Port Jefferson, NY 11777

Back

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