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:
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 for tax purposes.
Trusts allow donors to give and receive benefits:
- Charitable remainder trusts can help reduce taxes on 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.