Mount Holyoke has played an important role in the lives of thousands of alums. In turn, alums have played an important role in the stability of the College by leaving their legacy through a bequest.
Mount Holyoke welcomes an opportunity to acknowledge and celebrate future legacy gifts as part of class totals for alums at their 50th-75th Reunion. With proper documentation, anyone post-45th reunion (or at least age 70 by their next reunion) will be acknowledged for including Mount Holyoke in their estate plans through any of the following ways:
- Mount Holyoke named as a non-contingent beneficiary in a will or trust for either a percentage of the estate or a specific dollar amount
- Mount Holyoke named the primary beneficiary, in full or for a percentage, of a retirement plan (401K, 403B, IRA, etc.), life insurance policy*, or insurance annuity
- Gifts of real estate to Mount Holyoke via an estate plan*
- Gifts-in-kind via an estate plan*
*All gifts of life insurance, real estate and tangible personal property are reviewed by Mount Holyoke’s gift acceptance committee.
Note: For those who do not follow a standard reunion cycle, such as Frances Perkins Scholars, faculty, friends and emeriti, bequest intentions can be documented beginning at age 70.
Required Documentation:
- Relevant page(s) from will, trust, or beneficiary form and
- Signed Mount Holyoke Bequest Intention Form affirming gift intention and statement that Mount Holyoke will be notified if the bequest is changed.
Download a Documenting Bequest Intention Fact Sheet.
Download a Bequest Intention Form.
Please Note:
All documentation is kept in strictest confidence.
No bequest dollar amount will be directly associated with a donor’s name.
Documented bequest dollar amounts will be aggregated and included in overall class totals at reunions.
Donors may request to be anonymous.
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