Passionate about supporting Rensselaer Polytechnic Institute with our mission even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name Rensselaer 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 Real-Life Scenario
Steve Lukasik ’51 has never forgotten the institutions that made him the man he is today. "RPI took a relatively clean slate of a mind and shaped it," says Steve. He has come to believe that "the whole essence of society is an intergenerational transfer—of knowledge … of values … and of assets." That's why he and his wife, Ginny, have designated funds from his IRA to go to RPI upon their deaths to fund the Stephen J. Lukasik '51 Scholarship.
Because Rensselaer is tax-exempt, the entire balance of the IRA will support Rensselaer students. Steve believes the most important investment he can make is in the lives of future young people through need-based scholarships.
Fund Your Donation With:
You can name us beneficiary of the following assets:
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Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
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- Contact Art Tracy '92 MS at 518-276-2561 or firstname.lastname@example.org for additional information on beneficiary designations and how they can help support Rensselaer with our mission.
- Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
- If you name Rensselaer in your plans, please use our legal name and Federal Tax ID.
Legal Name: Rensselaer Polytechnic Institute
Address: 110 8th St., Troy, NY 12180-3590
Federal Tax ID Number: 14-1340095
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.