Beneficiary Designation

CONTINUE SUPPORTING OUR WORK AFTER YOUR LIFETIME

Passionate about supporting Judson School’s mission even after your lifetime? It’s not only possible, it’s easy to do with a beneficiary designation. Just name Judson 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.

Check Out This Potential Scenario

Kenneth and Juanita treasure the financial help they’ve been able to give their children and Judson over the years. Now that their kids are grown, Kenneth and Juanita changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because Judson is tax-exempt, all $75,000 will help support our mission.

If Kenneth and Juanita had left the IRA to their children, approximately $21,000* would have gone to pay federal income taxes—leaving only $54,000 for their family’s use. Kenneth and Juanita are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 28 percent marginal income tax bracket.

Learn How to Fund It

You can name us beneficiary of the following assets:

  • Retirement Plan Assets
  • Life Insurance
  • Commercial Annuities
  • Bank Accounts, Certificates of Deposit or Brokerage Accounts

Next Steps

Contact either Khalilah Lauderdale at (626) 398-2477 / financeandoperations@judsonschool.org or Chuck Fields at (626) 398-2476 / chuck.fields@judsonschool.org for additional information on bequests or to chat more about the different options for including Judson in your will or estate plan.

Seek the advice of your financial or legal advisor.
If you include Judson School in your plans, please use our legal name and federal tax ID.
Legal Name: Judson International School
Address: Pasadena, CA
Federal Tax ID Number: #95-3095682