Planned Giving at Brunswick School
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Gifts of Retirement Plans



How It Works

You name Brunswick as the beneficiary of your IRA, 401(k) or other qualified plan.

Any residual left in your plan when you die passes to the Foundation tax-free.

Benefits

  • You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.

  • 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 Brunswick through you will or revocable trust instead.

  • You can have the satisfaction of knowing that your hard-earned retirement assets will support Brunswick when you are gone.

More


FOR MORE INFORMATION

If you are considering a gift of a retirement plan, email us, complete the personal illustration form, or call us at 203-625-5864 so that we can assist you through every step of the process.



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Tom Murray
Director of Development for Major Gifts
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