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 the Indianapolis Zoo 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 the Indianapolis Zoo
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at the Indianapolis Zoo

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

Ed Sandifer
Planned and Major Gifts Officer
esandifer@indyzoo.com
(317) 630-2709

Indianapolis Zoo
1200 West Washington Street
Indianapolis, IN 46222

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