A planned gift is any gift, made as part of the donor’s overall financial or estate planning. A planned gift can come in many forms, including cash, appreciated stock or securities, real estate, artwork, life insurance or a retirement plan. This type of gift has several benefits to the donor. Among them are the ability to leave a legacy to the school, to preserve current assets, and to reduce either your current tax burden or the tax burdens on your heirs.
We welcome the opportunity to discuss various planned gift options with you, however, any planned gift should be made in consultation with the guidance and approval of an attorney or a professional estate planner.