Your Reunion and Johnson Chapel Associates
Johnson Chapel Associates are alumni and friends who have included Amherst College in their estate plans, either by making life-income gifts (charitable trusts, pooled funds or gift annuities) or by making testamentary intentions to Amherst as described below. Life-income gifts return income for life to the donor and a beneficiary, with the remainder to the College. Testamentary intentions are gifts that benefit Amherst upon a donor’s death.
By making Amherst part of your estate plan, you can provide a gift to the College as a lasting legacy of your support and as a part of your Reunion contribution. Some estate provisions can be completed in less than five minutes, often with a few simple keystrokes.
1) Donate assets in return for life income
Charitable remainder trusts and charitable gift annuities provide secure lifetime income with annual payouts of 5% or more, with the remaining value coming to Amherst upon termination.
Click here to learn more.
2) Name Amherst in your will or living trust
The traditional revocable gift is a testamentary bequest or a provision naming Amherst in your living trust. In either, you can leave the College a portion of your estate, either a specific dollar amount or a percentage distribution. When you write a new will or living trust with your attorney or amend an existing document, consider including Amherst as a designated charity. For an unrestricted bequest, you can reference “the Trustees of Amherst College, in Amherst, Massachusetts, to be used for the general purposes of the College.” Click here to learn more.
3) Make Amherst a partial beneficiary of your retirement account
Beneficiary designations are a great way to provide for Amherst from your estate quickly and easily, without the need for attorney. You can file a simple form with your plan administrator, or change your beneficiary allocation in minutes online at no cost to you. Click here to learn more.
4) Make Amherst a partial beneficiary of your life insurance policy or donor-advised fund
The procedure for making these revocable gifts is similar to making Amherst a beneficiary of a retirement account. Click here to learn more.
Contact Gift Planning
PO Box 5000
Amherst, MA 01002-5000
Information contained in this website should not be considered legal, accounting, or other professional advice. Individuals considering a planned gift to Amherst should consult with their financial advisor.