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 EDF as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death


  • No federal income tax is due on the funds that pass to EDF
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at EDF

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

Toll-free: 877-677-7397
Federal tax ID number 11-6107128


Environmental Defense Fund
257 Park Avenue South
Planned Giving, FL 11
New York, NY 10010


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