Continue Supporting Our Work After Your Lifetime

Beneficiary Designations

Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.

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Passionate about supporting Simpson College with our mission even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name Simpson College as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

Gifts to Simpson College by Beneficiary Designation

Gifts by will or by revocable "living" trust are the most common form of deferred gifts to support Simpson College. A bequest is naming a person or recipient of a gift and is contained in a person's will or revocable (living) trust. The following language is an example of how a bequest to benefit Simpson may be worded, for review by you and your attorney:

I give, devise and bequeath to Simpson College (EIN 42-0680389), a qualified 501(c)(3) charitable organization located in Simpson College, _____ percent of my residual estate (or a specific bequest of $__________, or other personal or real property appropriately described) for (an endowed scholarship, program or unrestricted use), to be used in accordance with the terms of the most recent written directive I have signed with the College, and, if none exists, to be used as directed by the President of Simpson College.

Gift Documentation

Let our Advancement Office know if you have included Simpson in your estate and/or plans so we may know how to fulfill your gift once it ultimately comes to the university. Complete a confidential Declaration of Gift Form and please to contact our staff with any questions you may have.

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Learn How to Fund It

You can name us beneficiary of the following assets:

  1. Contact Ken Converse at 515-961-1548 or ken.converse@simpson.edu for additional information on beneficiary designations and how they can help support Simpson College with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name Simpson College in your plans, please use our legal name and federal tax ID.

Legal Name: Simpson College
Address: Indianola, IA
Federal Tax ID Number: 42-0680389

Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.

View My Free Brochure

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