John LeMieux ’83
As a financial planner, I have found that people often underestimate their giving potential by overlooking assets not directly connected to cash flow. Real estate, retirement funds, and real property (art, for example) can have gift value with considerable positive tax consequences and can be pledged to Lyndon as a
planned gift.

For me, it was an easy decision to include Lyndon in my estate plans since the College has had a very large impact on my ability to be successful.

I encourage other alumni
and friends of Lyndon to consider making a planned gift or multi-year pledge to The Second Century Campaign. These are straightforward ways to make a larger gift than you might have thought possible.

How to Give

While Lyndon has enjoyed the support of alumni and friends for many years, we ask our alumni and friends to take A New View of giving as we progress to the next level of excellence. With careful planning, you can avoid undesirable tax costs and may be able to make a larger charitable gift than you thought possible, as well as take care of your family.

If you are interested in making a gift now, please call or email Sara Lussier at 802 626-6426 or sara.lussier@lyndonstate.edu.

Outright Giving

Put your gift to work immediately. Gifts made with cash, by check, or by credit card can be put to use immediately for whatever program you choose to support, including endowments. Pledges, which can be spread over five years, also fall into this category.

Planned Giving

Help yourself and your loved ones while supporting Lyndon.
The following approaches are ways in which you can direct your wealth to support you, your loved ones, and Lyndon’s students. With any of these options, please contact us, and we will work with you and your financial planner or estate attorney to identify the approach that makes the most sense for you.

If you would like more information about making a charitable planned gift, please call or email Jenny Kempton-Harris at 802 626-6458 or jennifer.harris@lyndonstate.edu.

Charitable Bequests

A charitable bequest is a distribution from your estate to Lyndon through your last will and testament. You may choose to make an outright bequest, transferring specific property to Lyndon, or you may donate a percentage of your estate. Because bequests are exempt from federal or state inheritance taxes and subject to an unlimited deduction, you might find that a provision in your will allows you to make a much larger gift to Lyndon than you thought possible. Donate Now!

Real Estate

A gift of real estate, which can include residences, farms, and vacation properties, removes the burdens of maintenance, avoids all capital gains taxes, and can provide a charitable deduction for the full value of the property. There are also methods for converting real estate into a life-income arrangement or for transferring ownership of the property to Lyndon, while retaining life tenancy rights.Donate Now!

Gifts that Provide Lifetime Income

There are a number of approaches, such as charitable gift annuities and charitable remainder trusts, that can provide you or loved ones with a guaranteed income while helping Lyndon fulfill its mission. Donate Now!

Gifts of Stock

Gifts of appreciated securities offer the double benefit of providing an immediate tax deduction for the full market value of the stocks, as well as avoiding capital gains taxes. Donate Now!

Retirement Plans

Since their inception, IRAs and other qualified pension plans have become popular means of building wealth. However, the combination of federal and state taxes can seriously erode the value of your retirement savings. Charitable contributions of retirement plan assets offer significant opportunities for tax savings as part of an overall estate plan.Donate Now!

Life Insurance

Many people overlook the value of an insurance policy that they no longer need but that could be included in their estate. A donor may name Lyndon State College owner and beneficiary of a life insurance policy and receive an income tax deduction. On a partially paid-up policy, contributions to the College for future premium payments may be deducted as charitable gifts.Donate Now!