Reunion Gift Crediting
Class reunions provide a wonderful opportunity to reflect on the impact Amherst College had on your life. Amherst presented you with opportunities to learn and grow, to find your place in the world, and to start relationships that have stood the test of time.
Your reunion gift is a powerful way for you to be involved in the life of the College and guarantee that the students of today and tomorrow will be able to enjoy the same transformative Amherst experience that has added so much to your life.
Crediting for Testamentary intentions
Starting in your 45th reunion year, all outright gifts, including life income gifts such as annuities and trusts, and testamentary intentions will be counted toward the 50th Reunion gift and will receive Reunion gift credit and College gift credit.
Because testamentary intentions are revocable, the College treats crediting a little differently than other, more traditional, outright gifts:
- The donor must be in the 50th Reunion cycle or older.
- The donor must inform the College of the dollar value of the estate provision, by completing an existing Testamentary Intention Form or by the disclosure of the essential information by other means.
- The credit shall be equal to the face value of the testamentary intention.
- If the College is a contingent beneficiary of the testamentary intention, the only contingent beneficiary will be the donor’s spouse. No credit will be given if there is any other contingency, except as accepted by the Director of Gift Planning. The reason for including this provision for making case-by-case judgments is that there are numerous types of contingencies, some of which should not be disqualifying for crediting purpose.
- Intentions do not receive Campaign credit
- Testamentary intentions will receive 50th Reunion credit, JCA credit, and total lifetime gift credit
For more information about gift crediting, please contact John C. Urschel, Director of Gift Planning.