1962 60th Giving Information

60th MILESTONE REUNION GIVING

The Class of 1962 has been a great supporter of Smith.
Let’s continue this tradition.

The 60th Reunion is a time to reflect on the role Smith has played in our lives, and this class gift has always been an
anchor for the College.

It is a time to stretch and give as
generously as we can.

Our class has two top priorities for our 60th Reunion giving:

The Class of 1962 Scholarship. Through the generosity of a classmate, this fund has been established to provide financial aid to Smith students in our class’s name in perpetuity. We hope you’ll join us and be a part of it. You can make a one-time gift or a multi-year pledge.

The Smith Fund. The Smith Fund is the central force that sustains Smith, ensuring that exceptional students can turn their disruptive ideas into meaningful action, embrace change and transform our world. Your gift drives Smith—and Smithies—forward. Annual support to the Smith Fund is critical.

TYPES OF GIFTS

CURRENT USE GIFTS

Gifts to The Smith Fund are the College’s highest priority. Gifts of appreciated stock, your IRA, and Donor Advised Fund are wonderful options for stretch giving.

FINANCIALLY SAVVY PLANNED GIFTS

Planned gifts include gifts that pay you an income for life (such as annuities and charitable remainder trusts), charitable lead trusts, and even real estate where you can retain the right to live in the home during your lifetime.

BEQUEST GIFTS

These can be a bequest in your will, naming Smith as beneficiary of an IRA or other retirement plan, or life insurance. 60% of bequest intentions of
$10,000 or more count toward your reunion gift.

Many of these gift types carry significant tax benefits in addition to the charitable deduction.

Perhaps you can give more than you thought possible!

For more details about any of these types of gifts, please contact: Sam Samuels, Director of Gift Planning at ssamuels@smith.edu
Jodi Fallon Fern, Asst. Director of Milestone Reunions at jfallonfern@smith.edu