Gifts from Retirement Plans at Death
How It Works
- You name Deerfield 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 Deerfield
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Deerfield
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Matt Westman, Director of Planned Giving
Email: mwestman@deerfield.edu
Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342
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Disclaimer
Contact Gift Planning Office
Kay Davidson, Planned Giving Program Coordinator
(413) 774-1584
Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342
plannedgiving@deerfield.edu
7 Boyden Lane, Deerfield, MA 01342
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