Gift Planning

Gifts from Retirement Plans at Death

Diagram Description

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

How It Works

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

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

Gretchen Orschiedt
Assistant Head for Advancement
860-408-4260
gorschiedt@ethelwalker.org

The Ethel Walker School
230 Bushy Hill Road
Simsbury, CT 06070
Federal Tax ID Number: 06-0689699

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Disclaimer

The Ethel Walker School admits students of any race, color, religion, sexual orientation, national and ethnic origin to all the rights, privileges, programs, and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, religion, sexual orientation, gender identity, national and ethnic origin in administration of its educational policies, admissions policies, scholarship and loan programs, and athletic and other school-administered programs.

The Ethel Walker School does not discriminate against employees or prospective employees based on race, color, sex, age, religion, national and ethnic origin, pregnancy, present or past history of mental disability, intellectual disability, learning disability, physical disability, marital status, sexual orientation, gender identity or expression, veteran status, genetic information or any other protected class under applicable law. The Ethel Walker School is an Equal Employment Opportunity (EEO).

The Ethel Walker School is an independent, college preparatory, boarding and day school for girls in grades 7 through 12 and PG.

The Ethel Walker School
230 Bushy Hill Road
Simsbury, CT 06070 USA

Main Number: +1-860-408-4467
Admission Office: +1-860-408-4200
Advancement Office: +1-860-408-4251

All For Girls
Since 1911