Gifts from Retirement Plans at Death

How It Works

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

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

Heather Harlan Warnack Director of Development hwarnack@gilman.edu Mary Ellen Porter Associate Director of Development & Director of Planned Giving meporter@gilman.edu

Gilman School 5407 Roland Avenue Development Office Baltimore, MD 21210 410-323-7178 Federal Tax ID Number: 52-0591604