Additional Planning Options
- Gift from Retirement
- Gift from Stock
- Gift from IRA
- Gift from Charitable Gift Annuity
- We are here to help
Do you have an IRA, 401(k), life-insurance policy, or any other asset not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. To support Milligan with one of these assets, please use this online tool to designate us as a beneficiary of the asset.
Providing a gift from stock to Milligan may allow you to avoid capital gains tax and support the university at the same time. The process is simple. Please contact us at the information below to get started.
If you are 70 ½ or older, a Qualified Charitable Distribution (QCD) from your IRA is a wise way to support Milligan and receive a tax advantage. A gift made in this way may satisfy part of your required minimum distribution (RMD) but not be counted as taxable income. Please note that Milligan would need to receive the gift directly from your IRA custodian or broker to qualify.
If you are 65 or older, a charitable gift annuity (CGA) is a way to receive reliable income and support Milligan’s mission. Upon establishment of the annuity, an individual can receive fixed payments for the rest of his or her life. Upon death, the remaining portion of the annuity will be released to Milligan. A CGA may have a number of tax advantages as well.
Please see the contact information below to reach us with any questions.
Please complete the form here to let us know. Individuals who make provisions for Milligan in their will are included in our Robert Milligan Society. Though we do not publish the names of the members of this society, we would like to honor your support of the university.
If you choose to create a will with your own attorney, please click here for suggested bequest language.
Have you already included Milligan in your will or trust?
For more info, contact:
The information offered on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.