Name the Walters as a Beneficiary

You can make a significant gift to the Walters without impacting your estate.

Here’s how you can leverage your dollars to make a larger gift by naming the Walters as a beneficiary in your will or trust.

Benefits

  • No federal income tax is due on the funds that pass from your retirement plan to the Walters.
  • The funds are not subject to a federal estate tax.
  • As a non-profit, the Walters receives 100% of your intended gift.
  • You are able to make a significant gift to the museum.

Follow these Steps:

  • Contact the administrator of your retirement plan to complete or update your POD (Pay on Death) form. This form may also be called a beneficiary designation form.
  • Designate the Walters to receive all or a percentage of the assets in your retirement fund.
  • Contact us about your plans.
Close