Planned Giving

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Beth Ann Semeraro
Associate Director of Leadership Giving
203.397.1001, ext. 425
bsemeraro@hopkins.edu

 

986 Forest Road
New Haven, CT 06515

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