Planned giving refers to specific gift types that can be funded with cash or property, or bequests made from your will. For more information on planned giving, contact Kathryne Oates, Director of Development at 362-9512 or firstname.lastname@example.org. Planned gifts might include the following:
401K and/or IRA beneficiary: Did you know that it is easy to name Isaac Newton as a beneficiary on your 401K and/or IRA? It does not require the time or cost of a visit with an attorney!
Charitable gift annuity: a contract between the donor and Isaac Newton, whereby the donor transfers cash or property in exchange for a partial tax deduction and an annual income from the school.
Charitable remainder annuity trust: the donor places a major gift of cash or property into a trust. The trust pays a fixed amount of income each year to the donor or to the donor’s specified beneficiary. When the donor dies, the remainder of the trust is transferred to the charity.
Gifts of stock: the donor makes a gift of appreciated securities, eliminating capital gains taxes, and becoming eligible for the matching gifts program.
Gifts from Estate Plans: the school would be grateful for a gift to the school through a bequest in your will or trust. Please contact your financial advisor regarding how estate planning benefits can be maximized for your continued enjoyment today as well as benefiting the school in the years to come.
Life Insurance: you may own life insurance that is no longer needed for the reason it was originally purchased. Instead of letting it lapse or surrendering the cash value, you may be able to provide a significant gift to Isaac Newton by designating the school as the beneficiary of the policy. Some of the advantages: life insurance gifts avoid the costs and delays of administering an estate gift, can be made anonymously, and are easy to arrange.