Gift Planning Opportunities
Here are some ways to achieve your twin goals of supporting Sarah Lawrence and providing for you and your family’s needs:
You can name Sarah Lawrence College in your will or estate plan.
- Retirement Plans
You can name Sarah Lawrence College as the beneficiary on a portion of the assets in your IRA, 401(k), or other qualified retirement plans on the beneficiary designation form provided by your plan administrator. Retirement plan assets 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 that could together be quite high.
- Charitable Trusts or Gift Annuities
You can receive income now, as fixed or variable amounts, and Sarah Lawrence will receive your donation later on. Or Sarah Lawrence can receive income from the assets you "lend" now, while those assets are preserved free of estate taxes for your family to receive later on.
- Life Insurance
- Wealth Replacement Plan
You can get more detailed information on making a planned gift, including financial illustrations geared to your particular needs and situation, by contacting Dorea Ferris, Director of Gift Planning, at (914) 395-2543 or firstname.lastname@example.org. Or visit our Gift Planning Opportunities page. Sarah Lawrence College also encourages you to consult your own tax and estate planning advisors.
Legal designation: Sarah Lawrence College is a not-for-profit organization organized under the laws of the State of New York, located at One Mead Way, Bronxville, NY 10708.