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 of your retirement plan.

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.
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