PLANNED GIVING

Gift Plans

Bequest
Give to Taft without effecting your cashflow during your lifetime.

Charitable Bargain Sale
This part-gift/part-sale gives you a charitable deduction plus cash to use elsewhere.

Charitable Gift Annuity - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuity - Deferred
Recommended for younger donors to build retirement earnings for the future.

Charitable Lead Trust
Discover an innovative way to pass appreciating assets on to family members while making gifts in the interim.

Pooled Income Fund
Give cash or securities, receive an income tax deduction, avoid capital gains tax on the transfer and secure lifetime income.

Remainder Annuity Trust
Make a large gift and receive a fixed-income payout each year.

Remainder Unitrust
Make a large gift and create a flexible source of retirement income.

Retained Life Estate
Receive a large deduction by donating a residence while retaining the right to live there for life.

Christopher R. Latham
Director of Development
ChrisLatham@TaftSchool.org

Chip Spencer ‘56
Planned Giving Consultant
ChipSpencer@TaftSchool.org

The Taft School
110 Woodbury Road
Watertown, CT 06795-2100
(860) 945-5923 | Fax: (860) 945-7756

Planned Giving content and Legacy Planner® copyrighted © 2008 VirtualGiving.