Legacy Giving

Gifts Made by Beneficiary Designations

Retirement Plan Gift

Frequently Asked Questions

  • When can I make a retirement plan gift?

  • How do I go about making a current gift?

  • How do I go about making a future gift?

  • How do I benefit from a retirement plan gift?

  • Example: Retirement Plan Gift

  • What steps do I take to make a retirement plan gift?

Insurance Plan Gift

If your life insurance assets are no longer required for their original purpose—for example, if your children are grown or your spouse is financially secure—making a gift of your insurance plan assets can be a great way to support the Academy. By designating your life insurance benefits as a charitable gift, you may be able to reduce income or estate taxes on these assets while making an important future gift to the Academy.

If your life insurance gift is worth more than $5,000, you may need to have its value appraised. The Academy can help you by providing the names of appraisers.
As you would with all significant financial decisions and changes, please review your insurance policy with your financial and legal advisors before deciding on a gift.

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