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Spring/Summer 2011 - Fisher College

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LegacyPlanning in3steps“There are things thatstand out when youreview your life and myexperience at <strong>Fisher</strong> wasdefining. I am proud toinclude <strong>Fisher</strong> in mylong-term plans.”Joan (Rubin) Fixler ’76STEP1 STEP2 STEP3SELECT THE RIGHT TOOLFor a bequest…name <strong>Fisher</strong> <strong>College</strong> inyour will as a beneficiary of either a specificamount or a percentage of your estate.For a retirement plan…include <strong>Fisher</strong><strong>College</strong> as a beneficiary.For an insurance policy…add <strong>Fisher</strong><strong>College</strong> as a beneficiary.TAKE CARE OF BUSINESSUpdate your will…by including <strong>Fisher</strong> <strong>College</strong>as the beneficiary or through an addendumwhich names <strong>Fisher</strong> <strong>College</strong> as a beneficiary.Complete the retirement plan beneficiaryform…from your plan administrator by naming<strong>Fisher</strong> <strong>College</strong> as a beneficiary and indicatingthe percentage of the fund that <strong>Fisher</strong>will receive.Complete the insurance policy beneficiaryform…from your insurance agent/employerby naming <strong>Fisher</strong> <strong>College</strong> as a beneficiaryand indicating the percentage of the policy’sdeath benefit that <strong>Fisher</strong> will receive.TELL US!We want to thank you and add you tothe membership list of the E.H. & M.C.<strong>Fisher</strong> Legacy Society.For More Information: Richard A. Levitt,Vice President for Institutional Advancementrlevitt@fisher.edu (617) 670-4418Charitable IRA Rollover RenewedTo the relief of the philanthropic community,the charitable IRA rollover was reinstatedas part of the tax package signed byPresident Obama in December 2010.Individuals aged 70 and older may shift upto $100,000 from their IRAs to charitableorganizations without paying incometaxes on the distribution.www.fisher.edu/alumni11

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