PLANNED GIVING


The Samuel Miller Society – An Enduring Legacy

Miller School of Albemarle has been pleased to establish the Samuel Miller Society to thank those individuals who have engaged in the School’s future by including a provision in their estate plan, a bequest, a life-income arrangement, or other charitable trust to benefit Miller School. Today, Miller School is happy to promote this growing tradition of legacy gifts through recognition by membership in the Samuel Miller Society.

In addition to the various tax benefits available under current laws, members of the Samuel Miller Society enjoy the satisfaction of knowing that, through their generosity, Miller School of Albemarle will be preserved for generations of future students and to continue the legacy of school founder, Samuel Miller.

Your foresight and support will be recognized by membership in the Samuel Miller Society, by invitation to Head of School receptions and acknowledged in the Annual Donor Roll. To join the Samuel Miller Society, simply let us know your gift planning ideas regarding Miller School.

We would be delighted to include you in our membership roster. Please contact Bradley Bodager, Director of Advancement, at 434-823-4805 x211 or at bbodager@millerschoolorg to let us know of your existing plan or to receive additional information. We also encourage you to consult your tax and legal advisors on choosing the planned vehicle that is most appropriate for you.

Ways to Join

Bequests

A bequest is a gift made through a provision in a donor’s will or “living” trust and is a simple low-cost way to make a planned gift to the Miller School of Albemarle with the assistance of an attorney. Sample language: “I give (__dollars) or (____percent of my estate) to Miller School of Albemarle, Federal Identification Number: 513-263-3756, a Virginia educational, charitable corporation, for the benefit of Miller School of Albemarle.”

Retirement Assets

Making a planned gift to Miller School of Albemarle from a traditional IRA or a 401(k), or 403(b)retirement plan is simple. Naming Miller School of Albemarle as the beneficiary merely requires a beneficiary designation form: There is no need to amend your will or trust.

Charitable Lead Trust

Supporting Miller School of Albemarle through a charitable lead trust is a way to provide interest to the Miller School for a term of years – with the principal eventually going to members of the family or other beneficiaries. A financial advisor or estate counsel can work with you to establish a charitable lead trust, which can provide significant tax benefits.

Charitable Remainder Trust

A charitable remainder trust is a separately administered trust providing income to the donor and/or other named beneficiaries either for life or a period of years, whereupon the remaining trust assets are distributed to the Miller School of Albemarle. A financial advisor or estate counsel can work with you to set up a charitable remainder trust and tax savings can be significant.

 
 
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Bradley Bodager
Director of Institutional Advancement
Vice President
For more information about these and other opportunities to support the Miller School of Albemarle, contact Bradley Bodager at 434-823-4805 x211 or bbodager@millerschool.org.