Beneficiary Designations

  

Continue Supporting Our Work After Your Lifetime

Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy. View My Free Brochure

Passionate about supporting the University of Vermont Foundation with our mission even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name UVM as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

Check Out This Potential Scenario

Older couple smilingRobert and Carol treasure the financial help they've been able to give their children and UVM over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because UVM is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $21,000* would have gone to pay federal income taxes—leaving only $54,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 28 percent marginal income tax bracket.

See How It Works