十大彩票网站排名 is grateful for those members of our community who have thoughtfully named the school as a future beneficiary of a planned gift.
Planned giving refers to charitable gifts that are arranged with forethought and planning, and are executed over an extended period of time or at some point in the future.
Planned gifts are a popular method of giving because they can provide significant tax benefits and sources of income. They take various forms - bequests, 信托基金, 年金, pooled income and property interests - and provide for the future needs of the school. But they are so much more! They are testaments to the loyalty and dedication of their donors, those who care so deeply about the school to plan for its future.
Those who include 十大彩票网站排名 in their planned gifts are welcomed into the 三位一体的社会.
A provision in a will or estate plan that allocates all or part of an individual’s estate to be directed to 十大彩票网站排名 Preparatory School.
The official bequest language for 十大彩票网站排名 is: “I
Charitable Gift Annuity
A Charitable Gift Annuity (CGA) is an arrangement whereby a donor transfers cash or other property to 十大彩票网站排名 in exchange for a commitment by 十大彩票网站排名 to pay the donor an amount (annuity) each year for a specified term or for the remainder of their life. At the death of the beneficiary, 十大彩票网站排名 will use the principal in accordance with the terms of the gift.
Charitable Remainder Trust
Either cash or other assets (appreciated stock) can be put into a remainder trust, which is irrevocable. During the donor’s lifetime she/he can receive payments, 至少每季度一次, amounting to five percent or greater, depending on the age of the donor. At the death of the donor the remaining balance would transfer to 十大彩票网站排名.
A donor can transfer her/his IRA at their death to a qualified charity as beneficiary. Because of its tax-exempt status, neither the donor nor 十大彩票网站排名 will incur income tax.
Charitable Lead Trust
A donor can create a trust naming a charitable beneficiary and specifying the trust terms, then transfer the property to the trust. The Trustee who administers the trust is responsible for the investment of the assets and administration of the trust. The Trustee pays the required amount to 十大彩票网站排名 at specified times and the remaining balance is distributed to the beneficiaries at the end of the trust term.
Life insurance provides several options: A donor may designate 十大彩票网站排名 as the beneficiary, or partial beneficiary of a life insurance policy. There is no income tax benefit with this option but a possible estate tax benefit. A donor may also donate existing life insurance policies. Tax deductions may be equal to the policy’s replacement value. A third option is to purchase a policy and name 十大彩票网站排名 as the owner and beneficiary. The premiums the donor pays are fully tax deductible. At the donor’s death, 十大彩票网站排名 receives the insurance proceeds.
联系 the Director
Libby Bagli Nagle '72
Director of Stewardship and Gift Planning