How It Works
- You name EMS 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 EMS
- No federal estate tax on the funds
- You make a significant gift for the programs you support at EMS
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
Hanita Walia
Chief Stategy and Advancement Officer
201-568-5566, ext. 7132
hwalia@elisabethmorrow.org
Trish Felix
Development and Stewardship Manager
201-568-5566, ext. 7210
tfelix@elisabethmorrow.org
The Elisabeth Morrow School
435 Lydecker Street
Englewood, NJ 07631
Federal Tax ID #22-1487171
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