Bequests & Will Provisions
A bequest in your will or trust allows you to make a meaningful future gift without affecting your finances today.
Planned Gift Options
Every Planned Gift Makes a Difference
No matter how you choose to make your planned gift, you become part of a powerful tradition of generosity that fuels Macalester’s future. Your planned gift of any amount will propel future students, strengthen the Macalester community, and carry your values forward for generations to come.
Easy Gifts
Easy Ways to Make Your Planned Gift
Consider supporting Macalester for years to come by including Macalester in your will or naming Macalester as a beneficiary of retirement accounts or life insurance policies.
Beneficiary Designation Gifts
Naming Macalester as a beneficiary of your retirement plan, life insurance, or other account is a simple, tax‑smart way to create lasting impact.
Gifts That Pay You Back
Make a Gift and Receive Income
Through gifts that provide income, you may receive a tax deduction for a portion of your gift, receive income for life, and make a gift to Macalester that you may not have thought possible. Learn more about the options for guaranteed income gifts that benefit you and Macalester.
Charitable Gift Annuities
A charitable gift annuity provides you with fixed lifetime payments while supporting Macalester’s mission far into the future.
Charitable Remainder Unitrusts
A charitable remainder unitrust offers variable income for life or a term of years, with the remainder supporting what you love most about Macalester.
Tax-Smart Gifts
Make a Difference in a Tax-Wise Way
Some giving opportunities have specific tax advantages. Our team can help explore your options and share the benefits.
Appreciated Securities
Gifting appreciated stocks or mutual funds may help you avoid capital gains taxes while maximizing your support.
Gifts of Real Estate
A gift of real estate—now or in the future—can unlock significant tax benefits and make a transformational impact.
Tangible Personal Property
Donating valuable personal property, such as artwork or collectibles, can support Macalester while offering potential tax advantages.
Charitable Lead Trust
A charitable lead trust provides annual support to Macalester for a set period before ultimately passing assets to your heirs.
Have you included Macalester in your plans?
Supporters who include Macalester in their plans are welcome to join the James Wallace Society.