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

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

Lisa Wood
Assistant Director of Advancement
(713) 243-5023
legacygiving@kinkaid.org

 

The Kinkaid School
201 Kinkaid School Drive
Houston, TX 77024
Federal Tax ID Number: 76-0295523

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