The Lawrenceville School
Would you like me to give you a call?
Steve Cushmore
Director of Planned Giving
Name

Phone Number

Gifts of Retirement Plans




How It Works

You name Lawrenceville as the beneficiary of your IRA, 401(k) or other qualified plan.*

Any residual left in your plan when you die passes to Lawrenceville tax-free.

*Gifts of retirement plan assets during your lifetime are not recommended because they are subject to income tax. Legislation is pending that may change this.

Benefits

  • You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.

  • You can continue to take withdrawals during your lifetime.

  • You can change your beneficiary if your circumstances change.

  • You can elect to leave retirement plan assets to Lawrenceville through you will or revocable trust instead.

  • You can have the satisfaction of knowing that your hard-earned retirement assets will support Lawrenceville when you are gone.

More


FOR MORE INFORMATION

If you are considering a gift of a retirement plan, email us, complete the personal illustration form, or call us at (609) 620-6064 so that we can assist you through every step of the process.


The Lawrenceville School
Office of Planned Giving
2500 Main Street, Hogate Hall or
PO Box 6125
Lawrenceville, NJ 08648
(609) 620-6064 | Fax: (609) 895-2148
E-mail: scushmor@lawrenceville.org