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Beneficiary Designation Gifts

Donating a percentage or specific amount from your 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

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate Macalester College as a beneficiary of one or more of these assets.