How to Give : Planned Giving
Donors can help secure the long-term financial health of the school through gifts that come to the school
in the future or over a period of years. There are many kinds of planned gifts,
all of which offer significant tax benefits to the donor, among them:
Bequests - Assets transferred through a donor's estate. Any asset may be given in this way, though we most
commonly receive cash gifts set out in a donor's will. Other bequests include
the proceeds of life insurance policies and retirement plans.
Gifts of a Future Interest in Real Estate - Some donors make gifts
of personal residences or second homes, retaining, the right to use them for
Charitable Lead Trust - With this gift a donor removes specified assets from
his/her estate, receives immediate tax savings and provides the school income
from those assets for a period of years. At the end of the gift period, the
assets may be returned to the donor or, tax free, to a third party. Parents and
grandparents find the charitable lead trust an excellent way to provide for a
future generation while accomplishing good work today and decreasing their
likely estate taxes.
Click Here to request more information about Planned Gifts.