Planned Giving at Brewster Academy

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Gifts of Retirement Plans



How It Works

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

Any residual left in your plan when you pass on passes to Brewster tax-free.

Benefits

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

  • 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 Brewster through you will or revocable trust instead.

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

More


To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at 603-569-7494 so that we can assist you.

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Brewster Academy
80 Academy Drive
Wolfeboro, NH 03894
603-569-7494 | Fax:


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