Our Top Free Resource
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitMake a Gift in a Few Easy Steps
Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:
It is very simple to name Scripps College as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
Carol treasures her memories at Scripps College and the financial help she received that made her education possible. She recently updated her will to leave stocks and real estate to family members. She left Scripps College a $75,000 IRA to be transferred following her lifetime. Because Scripps College is tax-exempt, all $75,000 will help support our mission.
If Carol had left the IRA to her family, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their use. Carol is happy knowing she is making the most of her hard-earned money thanks to her updated estate plan.
*Based on an assumption of a 24% marginal income tax bracket.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitDownload our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.
View My GuideThis comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My Kit