Consolidated Appropriations Act (CAA) and Your Support

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What is Planned Giving?

A planned gift allows you to create a legacy that meets your needs and wishes.

It is a way to support Merrimack College without affecting your current lifestyle. We believe that it is important that each gift has the benefit and impact that you intend, and we are here to help you choose the gift that is right for you.

This site is designed to make it easy for you to get the information you need when considering a planned gift. You will also find information to share with your financial advisor and estate planner. When you are ready, you can use this site to reach out to us to share your plans, let us know what you are considering, or just to start a confidential, no obligation conversation about what is possible.

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The 1947 Society

The 1947 Society recognizes alumni, parents and friends who have provided for Merrimack College in their long-term plans. Honoring the founding year of Merrimack College, The 1947 Society celebrates generous and forward-thinking supporters who have created their own legacy that will shape the future of Merrimack for generations to come.

Consider making a lasting imprint on the future of Merrimack with a gift you can designate to an area that is meaningful to you.

You need neither great wealth nor grey hair to become a member of The 1947 Society. If you've included Merrimack College in your long term plans or intend to do so, please let us know, so we can welcome you to The 1947 Society.

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How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now and gifts that allow you to decide what happens when.

General Bequest

Gifts From Your Will

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Retirement Accounts

Beneficiary Gifts

Naming Merrimack College as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Appreciated Stock

Gifts of Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, your gift costs you less than the amount Merrimack receives. You'll get a charitable deduction for the full amount of your gift and avoid the impact of capital gains taxes.

Charitable IRA Rollover

Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to Merrimack. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Beneficiary Designation and Grants

Donor Advised Funds

Designate Merrimack as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.

Beneficiary Designation and Paid-Up Policies

Gifts of Life Insurance

Name Merrimack College as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Merrimack College as the owner and beneficiary.

Real Estate and Other Valuables

Gifts of Property

Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.

Learn More About the Generosity of Our Supporters

Meet Our Donors

Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.

Contact Us

We welcome the opportunity to answer questions or provide additional information. Please submit this form or use my contact information below for a confidential conversation.

Where are you on your planned giving journey?

Contact a Gift Officer

Contact Us

Leila C. Rice

Leila C. Rice
Vice President

ricelc@merrimack.edu
978-837-5997

For Professional Advisors

If you are working with a professional advisor, or advising a donor, here's a practical guide for including Merrimack College in a charitable estate plan.

Download Advisor Guide