Gifts from Retirement Plans at Death
How It Works
- You name the Arboretum as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to the Arboretum
- No federal estate tax on the funds
- You make a significant gift for the programs you support at the Arboretum
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
Request an eBrochure
Which Gift Is Right for You?
Contact Us
The Morton Arboretum
Development Office
(630) 725-2146
legacygiving@mortonarb.org
The Morton Arboretum
4100 Illinois Route 53
Lisle, IL 60532
