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Planned Giving

I WANT TO CREATE INCOME

For My Family After My Death

 

Case Study
Eleanor ’44 wants to provide a legacy for her niece and nephew, but also has a deep desire to create a scholarship fund at her alma mater.

The solution: upon Eleanor’s death, her bequest to Smith will initially be used to fund charitable gift annuities for her niece and nephew. After their deaths, the principal of Eleanor’s bequest will create the Henry Stephen Magraw Scholarship Fund at Smith in memory of her grandfather.

 

I Want to Create Income

For Myself

For a Parent

For an Adult Child

For a Child or
Grandchild

For My Family
After My Death

For Retirement

To Help Someone

For Charity

I Want to Use
These Assets

I Want to Leave a Bequest

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