Planned Giving Options
|If you would like to...||Then you should consider...||How to:||Benefits:|
|Make a gift now that is easy and convenient||Giving from cash income or securities||Write a check; donate securities by contacting Tara Harrington at (434) 296-5106 or email@example.com.||A cash gift is as easy as writing a check. A gift of securities allows one to substitute stock for cash as a gift to the school, without owing any capital gain tax.|
|Make a substantial gift now at little out-of pocket cost||Donating appreciated securities or an existing insurance policy with cash value||Please contact Tara Harrington at (434) 296-5106 or firstname.lastname@example.org.||Have a major impact on the future of St. Anne's - Belfield School while conserving your cash income.|
|Make a gift that takes effect at the end of life||A bequest||Write a will or add a codicil.||Assets remain within your reach if needed.|
|Avoid capital gain tax||Give appreciated property, either securities, real estate, or certain personal property||For gifts of securities, please contact Tara Harrington at (434) 296-5106 or email@example.com.||Give appreciated property and conserve cash for other uses.|
|Make a gift that provides stable and secure income for retirement||Charitable Gift Annuity (CGA)||Transfer cash or property subject to a Charitable Gift Annuity agreement with St. Anne's-Belfield School.||A fixed income at generous levels, guaranteed by St. Anne's-Belfield School.|
|Make a gift that hedges against inflation||Charitable Remainder Unitrust||Execute a trust that pays a set percentage (at least 5%) of trust assets as valued each year.||Income is variable, rising when trust increases in value, and shrinking with trust assets.|
|Make a gift that pays future retirement income at elevated level||Deferred CGA||Transfer property now; specify start of income at anticipated retirement.||A 50-year-old's annuity, deferred for ten years, would rise to c.9% from c.5%.|
|Share assets with family while avoiding estate taxes||Charitable Lead Trust||Create trust to hold assets that will pay income to the school for a specified time, and then distributes to individuals.||Several years' worth of income payments to the school, then assets distributed to other beneficiaries of trust.|
|Give to several organizations including St. Anne's-Belfield School||A Charitable Remainder Trust or Charitable Lead Trust that benefits a range of organizations||Please contact Tara Harrington at (434) 296-5106 or firstname.lastname@example.org for an illustration of either gift type.||You can retain the right to alter the beneficiaries of a charitable remainder trust.|
|Avoid double taxation on retirement plans||Designate part or all of a Retirement Plan to charitable organizations||Designate retirement plan assets for the school, and earmark other, less-heavily-taxed assets for heirs.||Massive tax savings, and increased inheritance for both family and the school.|
In addition to these types of planned gifts, individuals may receive benefits from gifts made from retirement accounts, real estate, and appreciated property. Family foundations and donor-advised funds also may provide benefits to donors interested in maximizing impact to the School and/or managing tax burdens.
Any information concerning giving options or their tax benefits, on this website or otherwise, provided by St. Anne's-Belfield School is of a general educational nature only and does not constitute, or substitute for, legal advice. Please seek competent legal advice regarding how any gift to the School might affect your personal situation.