Skip to Main Content Skip to Footer Toggle Navigation Menu

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

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.