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 the Adler School 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 School 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 the Adler School 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 the Adler School receiving the remaining portion.

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

Contact us today

If you have any questions, please contact Anthony Chimera, Vice President for Institutional Advancement via email or by calling 312-662-4031.