Planned Giving
Overview
The Samuel Miller Society – An Enduring Legacy
Miller School of Albemarle established 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 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
Planned Giving, whether through wills, trusts, or annuity payments, all with tax advantages, can be used by alumni, parents, and friends of the School to enhance their philanthropic options.
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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. To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online and can be completed in 20 minutes.
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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. Use our online tool to make your plans and designate us as a beneficiary of one or more of these assets.
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Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.
Contact Development Office
Bradley Bodager
Director of Institutional Advancement
✉︎ bbodager@millerschool.org
☎︎ 434.823.4805
Aimee Carter
Director of Development
✉︎ acarter@millerschool.org
☎︎ 434.823.4805 x1010