Curious about the choices other people your age are making?
The following gift planning options, organized by age, highlight some of the arrangements commonly selected by members of the Middlebury family.
70+ years
1. Charitable Gift Annuity
2. Middlebury Annuity Trust
3. Middlebury Unitrust
4. Generation Transfer Trust
60-69 years
1. Middlebury Unitrust
2. Pooled Income Fund
3. Middlebury Deferred Payment Charitable Gift Annuity
4. Generation Transfer Trust
50-59 years
1. Wealth Replacement Unitrust
2. Pooled Income Fund
3. Generation Transfer Trust
40-49 years
1. Professional Retirement Trust
Any age
1. Middlebury Charitable Bequest / Retirement Plan Designation