Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

James Jenkins
Director of Individual Giving
617-514-1665
james.jenkins@jfklfoundation.org

 

John F. Kennedy Library Foundation
Columbia Point
Boston, MA 02125

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