Office of Gift Planning

How would you like to be remembered at Sarah Lawrence?
Gift Planning can help you create a powerful legacy at your alma mater and may provide financial benefits as well.

If it is time to write or revise your will or living trust, please make Sarah Lawrence College a beneficiary.

There are a number of ways you can maximize your gift to Sarah Lawrence while addressing your financial concerns:

• Charitable IRA Rollover
  This rule permits IRA owners age 70½ and above to use IRA funds tax-free to benefit the College. These IRA “rollover” gifts count for your minimum distribution and may not exceed a total of $100,000 in the applicable tax year. The gift must be sent by the IRA administrator directly to the College.
• Retirement Plan
  You can name Sarah Lawrence College as the beneficiary of some or all of the assets remaining in your IRA, 401(k), or other qualified retirement plans after your lifetime on the "beneficiary designation form" provided by your plan administrator. Retirement plans pass tax-free to charity; when they are left to heirs or to your estate, they incur income as well as any potential estate taxes.
• Life Insurance Policy
  Ask your life insurance agent for the beneficiary designation form and name Sarah Lawrence College a beneficiary of part or all of the policy proceeds.
• Bank or Brokerage Account
  You can title (or retitle) a bank account as POD (payable on death) to Sarah Lawrence College. Similarly, you can title (or retitle) a brokerage account or stock certificate as TOD (transfer on death) to Sarah Lawrence College.

You can get more detailed information on making a planned gift, including financial illustrations geared to your needs and situation, by contacting Judith Katz, Senior Director of Major Gifts and Gift Planning at (914) 395-2526 or visit our Gift Planning Opportunities page. Sarah Lawrence College encourages you to consult your own tax and estate planning advisers.

Legal designation: Sarah Lawrence College, a not-for-profit organization organized under the laws of the State of New York, located at 1 Mead Way, Bronxville, NY 10708.