Beneficiary Gifts

3 Steps to Making a Beneficiary Gift

Did you know that the beneficiaries named on a retirement plan or life insurance policy determine who will receive these funds, even if they are designated differently in your will? Did you also know that funds remaining in your IRA may be subject to multiple taxes if left to your estate?

If you are considering including a gift for Milton Academy in your will, we have a simple solution. Name Milton Academy as a beneficiary or partial beneficiary of your retirement plan, and leave other assets subject to less tax to your family.

It's as Easy as 1, 2, 3!

• 1. Request a "change of beneficiary" form from your plan administrator.
• 2. List Milton Academy as beneficiary at the following address:
  • Milton Academy
  • 170 Centre Street
  • Milton, MA, 02186
  • EIN #: 04-2103603
• 3. Let us know so we can thank you!