The Samuel Miller Society – An Enduring Legacy

Miller School of Albemarle has been pleased to establish the Samuel Miller Society to thank those individuals who have engaged in the School’s future by including a provision in their estate plan, a bequest, a life-income arrangement, or other charitable trust to benefit Miller School. Today, Miller School is happy to promote this growing tradition of legacy gifts through recognition by membership in the Samuel Miller Society.

In addition to the various tax benefits available under current laws, members of the Samuel Miller Society enjoy the satisfaction of knowing that, through their generosity, Miller School of Albemarle will be preserved for generations of future students and to continue the legacy of school founder, Samuel Miller.

Your foresight and support will be recognized by membership in the Samuel Miller Society, by invitation to Head of School receptions and acknowledged in the Annual Donor Roll. To join the Samuel Miller Society, simply let us know your gift planning ideas regarding Miller School.

We would be delighted to include you in our membership roster. Please contact Bradley Bodager, Director of Advancement, at 434-823-4805 or at bbodager@millerschoolorg to let us know of your existing plan or to receive additional information. We also encourage you to consult your tax and legal advisors on choosing the planned vehicle that is most appropriate for you.

WAYS TO JOIN

Planned Giving, whether through wills, trusts, or annuity payments, all with tax advantages, can be used by alumni, parents, and friends of the School to enhance their philanthropic options.

BEQUESTS

A bequest is a gift made through a provision in a donor’s will or “living” trust and is a simple low-cost way to make a planned gift to the Miller School of Albemarle. To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online and can be completed in 20 minutes.

A planned gift to the Miller School of Albemarle can also be done with the assistance of an attorney. Sample language: “I give (______dollars) or (____percent of my estate) to Miller School of Albemarle, Federal Identification Number: 513-263-3756, a Virginia educational, charitable corporation, for the benefit of Miller School of Albemarle.

RETIREMENT ASSET BENEFICIARIES

Making a planned gift to Miller School of Albemarle from a traditional IRA or a 401(k), or 403(b)retirement plan is simple. Naming Miller School of Albemarle as the beneficiary merely requires a beneficiary designation form. There is no need to amend your will or trust. Use our online tool to make your plans and designate us as a beneficiary of one or more of these assets.

OUTSIDE BEQUESTS

Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.

NON-CASH (CRYPTOCURRENCY) GIVING

We now accept donations of Ethereum, Bitcoin, and other cryptocurrencies! This gives us one more way to fund our work and can provide you with extra tax benefits. Use this online Give Cryptocurrency tool from FreeWill to make your donation today.

STOCKS

Donating stocks allows you to avoid capital gains tax and often take a charitable deduction for the full value of the asset. Use this online stock tool from FreeWill to donate stocks, so we can track your gift, send you the correct receipt, and you can get the tax savings you deserve.

IRA

If you are 70.5 or older, giving from your IRA can help reduce your taxable income — and for those over 73 who must take a Required Minimum Distribution (RMD), an IRA gift is a simple way to fulfill it! Use this tool to give from your IRA, you can auto-complete your paperwork and we can track your gift to send you the proper tax receipts.

DONOR-ADVISED FUNDS

Donor-Advised Funds (DAFs) are investment accounts for the sole purpose of supporting charitable organizations today. Use this secure DAF link to: Automatically link with your DAF. It allows you to recommend how you’d like your gift to be used and notifies Miller School of your intentions.