How It Works

	You name Park School as the beneficiary of your IRA, 401(k), or other qualified plan.*
	Any residual left in your plan after your death passes to Park tax-free.
	*Gifts of retirement plan assets during your lifetime are not recommended because they are subject to income tax.

Benefits

• You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Park.
• You can continue to take withdrawals during your lifetime.
• You can change your beneficiary if your circumstances change.
• You can elect to leave retirement plan assets to Park through your will or revocable trust instead.
• You have the satisfaction of knowing that your retirement assets will support Park when you are gone.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about Gifts of Retirement Plans, e-mail us, complete the Information Request Form, or call us at 410-339-4146 so that we can assist you.

Main Contact: Roger Seidenman '85
Tel: (410) 339-4146
Fax: (410) 339-4165
e-mail: Roger Seidenman