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

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

Matthew Colson
Vice President, Foundation & External Affairs
Tel: (631) 476-2723
Email: mcolson1@northwell.edu

Mather Hospital
75 North Country Road
Port Jefferson, NY 11777

Back