Planned Giving

Charitable gifts are a powerful way to satisfy personal financial and philanthropic goals. Planned gifts take advantage of financial instruments such as trusts to help donors contribute to a favorite charity and provide for loved ones. A gift to the Green Acres Millennium Society funds the future of the School through restricted gifts to endowment that are promised in the form of bequests. Consider that:

  • A gift of appreciated securities is a “win-win” for the donor and the School. For broker-to-broker transfers, contact John Talbott at Wells Fargo, 301.961.0100; please call Annie Groat in the Development Office at 301.468.8102 to inform her about the transfer so the School can document your contribution for tax purposes.
  • Trusts allow donors to give and receive benefits:
    • Charitable remainder trusts can help reduce capital gains.
    • Charitable lead trusts allow you to pass your assets to heirs.
  • Eleven percent of Americans who have earmarked a charity in their will choose bequests. Become a member of the Green Acres Millennium Society by including the School in your estate plan. Consider a codicil to your will.
  • Insurance policies make Green Acres the irrevocable owner and beneficiary of a new or extra policy.
  • Donors should consult with their attorneys or tax advisors when considering a planned gift.