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Welcome to Gift Planning > How to Give > Gifts from Retirement Plans > At Death

Gifts from Retirement Plans at Death

Diagram Description

How It Works

1. You name East Tennessee Foundation (“ETF”) 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 ETF
• No federal estate tax on the funds
• You make a significant gift for the programs you support at ETF

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

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Contact Us

Angelia Nystrom (865) 524-1223, ext. 121 anystrom@etf.org Federal Tax ID Number: 62-0807696

East Tennessee Foundation ATTN: Angelia Nystrom 520 W. Summit Hill Drive, Suite 1101 Knoxville, TN 37902

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