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Gifts from Retirement Plans at Death

How It Works
- You name Webb 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 Webb
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Webb
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
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Contact Us
Hugh Nystrom '85 Director of Advancement 865.291.3837 Hugh.Nystrom@webbschool.org |
Webb School of Knoxville 9800 Webb School Drive Knoxville, TN 37923 Federal Tax ID: #62-0550980 |
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