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.
- 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.