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 Gardens 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 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.

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

Back