Thank you for considering a planned gift to Riverbend. Here are three ways to include us in your estate plans. If Riverbend is already included in your plans, complete this form so that we may recognize and celebrate your gift.
Naming Riverbend in your will is one of the simplest ways to leave a legacy. Not payable until death, a bequest will not affect assets or cash flow during your lifetime. A bequest is also revocable, meaning you can make changes any time before death.
Contact your plan administrator and name Riverbend as a beneficiary of your 401(k), IRA, or Roth IRA. You may also consider establishing a separate tax deferred account, like an IRA, for the exclusive benefit of Riverbend. This clarifies your intentions and Riverbend won’t pay income tax upon distribution, making your gift go further.
The IRA Charitable Rollover is another tax-smart way to support Riverbend. If you are 72 years old or older, you can make a qualified charitable distribution (QCD) directly from your retirement plan, and potentially receive valuable tax benefits. QCDs of up to $100,000 are excluded from federal income, making the IRA Charitable Rollover a popular giving option.
Life insurance gifts empower you to make a generous financial contribution when you may not have many assets. Make Riverbend the owner and/or beneficiary of an existing life insurance policy, an existing paid-up life insurance policy, or a policy on which you are still paying premiums. Each of these options comes with potential tax savings while making a difference for Riverbend. Contact your plan administrator for more information.
Contact Katelyn Lincoln, Director of Development and Alumni Relations, at 508-655-7333 ext. 225, for more information on any the options listed above, or consult with your financial advisor to find the planned giving vehicle that works best for you.
Should you choose to include Riverbend in your estate plans, you will likely need the following information.
Legal Name: Riverbend School Inc.
Legal Address: 39 Eliot St. Natick, MA 01760
Riverbend School is a charitable organization and is not engaged in rendering legal and/or tax advice. We recommend you consult with your financial advisor or plan administrator on each of these options before making a decision regarding your estate plans.