Giving

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 Dalton 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 Dalton
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Dalton

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

L.J. Mitchell

Chief Advancement Officer

212-423-5255

advancement@dalton.org

 

The Dalton School
108 East 89th Street
New York, NY 10128

Federal Tax ID Number: 13-2751872

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Grades K-3

53 East 91st Street, New York, NY 10128

Grades 4-12

108 East 89th Street, New York, NY 10128

Physical Education Center

200 East 87th Street, New York, NY 10128

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