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Planned Giving

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Using a Beneficiary Designation to Make a Gift to Charity

Using a Beneficiary Designation to Make a Gift to Charity

Is a beneficiary designation gift right for you?

If you own a qualified retirement plan, such as an IRA, 401(k) or 403(b) and would like to make a charitable gift, your family or your estate might benefit if you update your beneficiary designation form naming Lesley University as a beneficiary. Beneficiary designation gifts may help reduce income tax on certain inherited assets and estate taxes.

If you have questions about making a beneficiary designation gift, please contact us. We would be happy to work with you and answer any questions that you have.


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© 2019 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.