Gifts from Retirement Plans at Death
How It Works
- You name CA 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 CA
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Concord Academy
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
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Contact Us
Shep Shepard
(978) 402-2258
shep shepard@concordacademy.org
Federal Tax ID Number 04-1200600
Concord Academy
ATTN: Shep Shepard
166 Main Street
Concord, MA 01742
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