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Gifts of Retirement Assets
(Give More for Less)
How it works
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You name Macalester College as the beneficiary
of your IRA, 401(k) or other qualified plan.
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Any residual left in your plan when you die passes to Macalester tax-free.
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Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Macalester.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You can elect to leave retirement plan assets to Macalester through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support Macalester when you are gone.
For more information
Email us, complete the personal illustration form, or call us at (800) 645-3919 so that we can assist you through every step of the process.
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