Gifts by Beneficiary Designation

"I wanted to learn how to start something up that   
is sustainable after we leave.” 
-Sarah Joy Mikolajczyk, M.A. ‘12

"I wanted to learn how to start something up that
is sustainable after we leave.”
-Sarah Joy Mikolajczyk, M.A. ‘12

Your Legacy Can Sustain: Gifts by Beneficiary Designation

You can support Adler University without changing your will or parting with any assets now. This can be achieved by designating Adler as a beneficiary of certain assets you might own. With a Beneficiary Designation, the gift is arranged now, with funds coming to the University at your passing, when you no longer need them.

Gifts to consider:

  • Retirement Assets
  • Life Insurance Policies
  • Commercial Annuity Contracts
  • Bank and Investment Accounts

Benefits include:

  • Flexible – assets remain in your control should you need them.
  • Easy to arrange – doesn’t require a change to your will.
  • Revocable – your gift designation can be changed in the future.
  • Tax-wise – funds passing by beneficiary designation to Adler University are subject neither to income nor estate tax. This means 100% of your gift is available for use by Adler, as you direct. 
  • Family-friendly – you can name family or other loved ones to benefit from the asset, with Adler University receiving the remaining portion.

Learn how to make a gift by designation and create your legacy with Adler University.