Gifts from Retirement Plans

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How It Works

You name The Hotchkiss School as the beneficiary of your IRA, 401(k) or other qualified plan.

The remaining balance in your plan passes to The Hotchkiss School after your death.

Benefits

  • Your retirement savings escape both estate and income tax when you direct the balance of your plan to The Hotchkiss School.
  • You can continue to take withdrawals during your lifetime.
  • You can change your beneficiary if your circumstances change.
  • You have the satisfaction of knowing that your hard-earned retirement assets will support The Hotchkiss School when you are gone.

More

To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at (860) 435-3263 so that we can assist you.