Gifts of Retirement Assets


    If your goal is to make a gift while leaving more of your estate to your heirs, make a gift of retirement assets by naming George Stevens Academy a beneficiary of your retirement plan. With a gift of retirement assets, you can avoid up to 60% income tax of your retirement assets and pass less taxed assets to your heirs. 


    To inquire about gifts of retirement assets and learn how to become a George Stevens Society member, please contact Rada Starkey, Director of Advancement, 207-374-2800 or email her at r.starkey@georgestevens.org.