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

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

Katie Peterson
Development Manager
518-438-6548, x128
giving@albanypromusica.org
Federal Tax ID Number: 22-2428967

Albany Pro Musica
ATTN: Katie Peterson
30 Second St.
Troy, NY 12180

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