Sam Bergami Jr. '85 EMBA and Lois Bergami
We are so grateful to the University and do everything we can to make this a stronger institution. By donating my 401K retirement account to the University, we are investing in the potential and promise of future generations of students. What better investment could there be?
Former Board of Governors Chair Sam Bergami Jr. is CEO and co-owner of Alinabal Holding Corp., which runs four manufacturing businesses in Milford, Connecticut. He and his wife, Lois, are members of the Ellis C. Maxcy Legacy Society, which recognizes individuals who have made legacy gifts to the University.
Through a legacy gift, you can establish a scholarship, endow a faculty position or support a particular program. The most common way to make a legacy gift is to include a bequest to the University in your will or trust for a specific amount or for a percentage of your estate.
You also might consider designating the University as a beneficiary of your retirement account, as Sam and Lois Bergami have done, and leaving other assets to family members. Your family will not have to pay considerable taxes on the account, and the University will receive the full value of its share tax-free.
Sam Bergami Jr. '85 EMBA