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Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

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

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

Tammy Shadley ’90
Vice President, Chief Advancement and Alumni Officer
advancement@wilmington.edu
937.481.2313

 

Wilmington College
1870 Quaker Way
Wilmington, OH 45177

Federal Tax ID Number: 31-0537514

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