Including a gift to Clark in your estate plans allows you to leave a significant legacy without parting with assets during your lifetime. Gifts that come to Clark upon your death may also reduce or eliminate federal and state estate taxes. Follow in the footsteps of Clark’s first benefactor, Jonas Clark, by helping to further the University’s reputation as an educational leader and supporting the students and faculty who challenge convention — and change our world.
Planned gifts you can make from your estate include:
Beneficiary designations on tax-deferred retirement accounts like traditional IRAs, 401(k)s and 403(b)s are quick and easy to set up – and may be the most tax-savvy way to make a gift from your estate.
Include a provision in your will or trust to leave a fixed dollar amount, a percentage of your assets, or the residuary of your estate to Clark
Naming Clark as a beneficiary of your life insurance policy can provide a great gift.
Create a succession plan for your donor-advised fund to continue your support of Clark
Certain bank and investment accounts can transfer directly to Clark without going through probate.
What can your gift from your estate do at Clark?
A gift from your estate may be the largest gift you’ll ever make to Clark – and we want to be sure it makes the significant and lasting impact that you intend. If you would like your estate plan gift to be used for a particular purpose at the University, such as creating an endowed scholarship or professorship or supporting a particular program or activity, please contact us. We’ll help you include the right language in your estate plan and other documents to ensure Clark will be able to use your gift exactly as you planned.