The Planning Need
If you would like to help Middlebury but need to retain control of all your assets during your lifetime, the Middlebury Charitable Bequestor Retirement Plan Designationnaming the College as a beneficiary of your IRA, 401(k) or other qualified retirement plan, provides a mechanism for you to help the College upon your passing.
The Solution
A Middlebury Charitable Bequestcan provide a gift to Middlebury which is executed through your will. The Retirement Plan Designation naming the College as a beneficiary of your retirment plan assets will produce the same result with more favorable tax treatment for your heirs. In order to explore these various ways to assist the College, please contact the Office of Gift Planning for examples of different types of bequests or beneficiary designations..
The benefits include:
Defer giving of assets during lifetime
Associate the family name to a permanent Middlebury acknowledgement
The Attributes:
Estate tax avoidance
No minimum amount Suggested Bequest Lanaguage
For more information about this or other gift planning opportunities, always feel free to contact us.
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