Gifts from Retirement Plans at Death
How It Works
- You name the LG Health Foundation 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 the LG Health Foundation
- No federal estate tax on the funds
- You make a significant gift for the programs you support at the LG Health Foundation
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
Jennifer Groff
Vice President
717-544-7126
foundation@lghealth.org
The Lancaster General Health Foundation
2110 Harrisburg Pike, Suite 205
Lancaster, PA 17601
Federal Tax ID Number: 20-5767147
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