Upon death, retirement plans or IRA balances are included for estate and income taxes to your beneficiaries – often up to 85%. Funding a charitable bequest to Cleveland Metroparks with an IRA or retirement plan prevents the bequest from becoming a liability of your estate, and the gift is made with pre-tax dollars.
Cleveland Metroparks is available to assist you or your advisors, providing information about specific programs of personal interest to you.
Account Beneficiary Designation
The following information should be used to designate Cleveland Metroparks Emerald Necklace Endowment Fund as an account beneficiary:
Fund Name: Emerald Necklace Endowment Fund of The Cleveland Foundation
Tax Identification Number: 34-0714588 (The Cleveland Foundation)
For more information, please contact:
Karen Kannenberg, CFRE
Manager of Gift and Donor Development
4101 Fulton Parkway
Cleveland, Ohio 44144
Thank you for supporting Cleveland Metroparks!