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 Temple Emanu-El 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 Temple Emanu-El
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Temple Emanu-El

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

Contact Us

Livia Massuda Kutsher, MBA
Director of Planned Giving and Endowments
Livia.kutsher@emanuelnyc.org
212-507-9568

Legal Name: Congregation Emanu-El of the City of New York
Federal Tax ID Number: 13-1623975
1 East 65th Street, New York, NY 10065

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