Planned Giving
Leave a legacy that lasts...
Gifts from Retirement Plans
CLICK HERE FOR A DETAILED EXPLANATION
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How It Works
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You name Earlham School of Religion as the beneficiary of your IRA, 401(k) or other qualified plan. |
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The remaining balance in your plan passes to Earlham School of Religion after your death. |
Benefits
- Your retirement savings escape both estate and income tax when you direct the balance of your plan to Earlham School of Religion.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You have the satisfaction of knowing that your hard-earned retirement assets will support Earlham School of Religion when you are gone.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at 1-800-432-1ESR so that we can assist you.
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