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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 MKA 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 MKA
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at MKA

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

Contact Us

Chris Kenrick
Associate Director of Philanthropy
973-509-7933

Montclair Kimberley Academy
201 Valley Road
Montclair, NJ 07042

Federal Tax ID number: 23-7365263

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