Beneficiary Designations

Make 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: 

  • IRAs and retirement plans
  • Life insurance policies
  • Donor advised funds
  • Commercial annuities

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.

See How It Works

An Example of How It Works

Woman smilingCarol 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 percent marginal income tax bracket.

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Next Steps

  1. Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like Scripps College to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact the Office of Gift Planning at (909) 621-8400 or giftplanning@scrippscollege.edu to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: Scripps College
Address: 1030 Columbia Avenue, #2009 Claremont, CA 91711
Federal tax ID number: 95-1664123

Learn More

Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

View My Guide
Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit