Gifts from Retirement Plans at Death

How It Works
- You name the Gardens 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 Gardens
- No federal estate tax on the funds
- You make a significant gift for the programs you support at the Gardens
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Melissa Tyrone
Director of Philanthropy & Membership
863-734-1213
mtyrone@boktower.org
Federal Tax ID Number: 23-1352009
Bok Tower Gardens
1151 Tower Blvd.
Lake Wales, FL 33853
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer