Skip to main content

Gift Planning

Gifts from Retirement Plans at Death

gifts-of-retirement-assets-estate.png

How It Works

  1. You name Northwell Health Foundation 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 Northwell Health Foundation
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Northwell Health Foundation

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

Alexandra P. Brovey, J.D., LL.M.
Senior Director, Gift Planning
Phone: (516) 321-6262
E-Mail: abrovey@northwell.edu

 

Hazel Paulino
Gift Planning Project Manager
Phone: (516) 321-6260
E-Mail: hpaulino@northwell.edu

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer