Planning a Special Gift
Planned gifts include a number of estate planning options, from naming Kingsbury in your will, to making a tax-deductible donation today that will provide you with a lifetime guaranteed income. These gifts go directly to building the endowment fund and provide a very attractive tax deduction/guaranteed income combination. The flexibility of planned giving makes it a recommended option for donors from all walks of life who wish to make a gift (not necessarily a large one) and lasting remembrance to Kingsbury Country Day School.
Planned giving is a vehicle whereby donors can either provide a gift to fund Kingsbury in the future or where Kingsbury receives a gift today that keeps on giving back to the donor until the time of the donor's death. Either way, it is a wonderful benefit to both the institution and the donor. Tax-deductibility of these gifts is frequently an important benefit to giving now for everyone's future.
Types of Planned Gifts
Leave your legacy by making gifts in your will to friends, family and charitable organizations such as Kingsbury Country Day School. A bequest is one of the simplest ways to remember those you care about most.
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Retained Life Estate
One of your valued possessions, your home, can become a transforming gift to Kingsbury even while you are still living in it, and even if you want your spouse or other survivor to live there for life. This arrangement is called a retained life estate. In most situations, Kingsbury would take title, you would get credit for the donation but still retain possession of the property until such time as you no longer wish or are able to live there.
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Charitable Gift Annuity
The concept of the charitable gift annuity in America dates back to 1843, when a merchant in Boston first donated a gift of money to the American Bible Society in exchange for a flow of income. Today, the concept includes valuable tax benefits for donors. A charitable gift annuity is a contract in which you exchange a gift of cash or securities for a fixed income each year for the rest of your life (or for the lives of two people.) This vehicle offers five distinct advantages: Income for Life (guaranteed rates), Tax Deduction Savings, Tax-Free monthly, quarterly or annual payout, Capital Gains Tax Savings and Personal Satisfaction in supporting Kingsbury Country Day School.
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Charitable Remainder Trust
What are your plans for the future? While there is no single way to achieve all of your personal and financial goals, there is one strategy that can meet many of your needs. It's called a charitable remainder trust. In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support.
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Charitable Lead Trust
If your goal is to provide an inheritance for your children, but you would also like to make a significant charitable gift through your estate, a charitable lead trust can help you satisfy both objectives. The charitable lead trust can provide a significant charitable gift through your estate and also provide an inheritance to your children.
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Perhaps you would like to make a sizable contribution to us now to help meet our current needs, but you don't want to reduce the estate you will pass to your family. The solution? Purchase life insurance.
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Note: The information on this site is not intended as legal, tax, or investment advice. For such advice, please consult an attorney, tax professional, or investment professional.