Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Sue Nickerson
Director of Development
(508) 648-7136
snickerson@coastalstudies.org

Federal Tax ID Number: 04-2609788

 

Center for Coastal Studies
5 Holway Avenue
Provincetown, MA 02657

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Entanglement Hotline: (800) 900-3622
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(508) 487-3622
5 Holway Avenue
Provincetown, MA 02657

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