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Beneficiary Designation Gifts

Donating part or all of your unused retirement assets–such as an IRA, 401(k), 403(b), pension or other tax-deferred plan–is a powerful and simple way to support Macalester College and make your planned gift. These gifts are often the most tax-wise ways to make a lasting impact.

Why Consider a Gift of Retirement Assets?

  • Simplify your planning
  • Retain full access to your account for as long as you need it
  • Leave your heirs assets that are more tax-advantaged
  • Receive potential estate tax savings through an estate tax charitable deduction 

How to Make a Gift of Retirement Assets

Leaving retirement assets to Macalester is relatively straightforward.

Simply create a beneficiary designation form from your retirement plan custodian and name Macalester as a full, partial, or contingent beneficiary. 

Because retirement assets left to charity are not taxed at death, Macalester receives the full value of your gift–allowing your gift to go further.