Planned Giving

制作一份有计划的礼物是一种很好的方式来表达你对pp电子平台及其使命的支持和感激,同时也满足你自己的个人需求, financial, estate-planning, and philanthropic goals. 有很多选择可以考虑:在你的一生中不花一分钱的礼物, gifts that pay you an income for the rest of your life, 通过你的退休计划或资产(如房地产)来做礼物的方法, and help you protect your income and assets. Learn more on this page or start asking us questions -pp电子会欢迎pp电子对pp电子有影响的礼物的对话 and work for you.

 

Consider: A Gift That Everyone Can Afford

Bequests and Retirement Plans
您的遗嘱中有一项pp电子pp电子的条款,允许您在有生之年作出贡献而不减少您的资产. 由于遗赠可以从你应纳税的遗产中扣除,因此可以节省大量的遗产税. Naming Brooks as a beneficiary of a retirement plan 当pp电子从该计划中获得分配时,还可以避免所得税. When you make this type of gift, 你可以表明你的最终捐赠将资助学校当时最大的需求(不受限制)或支持一个特定的目的,例如你在一生中创建的捐赠基金.

  • Sample bequest language
  • Talk with us about a Qualified Charitable Distribution if you are over 70 ½ years old; you could make a gift to Brooks from your IRA and avoid paying federal income tax on the money.
  • Use this form 当你指示你的IRA管理员给pp电子送礼物时.

 

Consider: A Gift That Pays You An Income

慈善捐赠年金及慈善剩余信托
A gift annuity is  a contract between you and Brooks. In exchange for a gift of cash or securities, pp电子将在你的余生中每年支付给你和/或你所爱的人一笔固定的金额, 给你源源不断的支持,你活不了多久. Additionally, a portion of this income is not taxed. 根据你的年龄和美国国税局(IRS)的表格计算,你还可以得到部分慈善捐款的扣除. At the passing of the income beneficiaries, 其余的则直接寄给pp电子,目的您可以说明.

现在也有机会创建一份礼物年金,但将收入推迟到以后的日期, such as when you retire. The deduction is taken when the gift is funded, which is usually during higher-earning years, and thus protects current income. The minimum to create a gift annuity is $10,000.

A charitable remainder trust 在提供收入方面与赠与年金相似吗, 但它是基于信任的价值,每年都在变化. If managed well, the trust’s income could grow over the years, providing protection against inflation. A CRT can accept a broader range of assets (cash, marketable securities, real estate), 收入受益人人数较多,可以为受益人的寿命或特定期限奔跑. pp电子可以担任该信托或你的受托人, your bank or your brokerage firm) can serve. 你可以从部分礼物中得到一笔慈善捐款, 根据商定的分红率和美国国税局的表格计算, and other tax savings can be realized. At the conclusion of the term, 其余款项将支付给pp电子,以支持您可能指出的目的. 创建pp电子管理的慈善信托基金的最低要求是10万美元.

 

Consider: A Gift That Protects Your Assets

Charitable Lead Trust
您今天可以通过创建一个 charitable lead trust. 一旦获得资金,该信托会在信托期限内每年向pp电子支付收入. At the end of the term, 这些资产和增值将转移给捐赠者希望享受减免或零赠与税和遗产税的个人. 您将为pp电子提供一笔可观的收入,以资助您感兴趣的优先项目.

Ask us 为你准备一个生活收入计算,并显示可能的收入, deduction and savings you would receive.

 

考虑:其他可以使您和pp电子受益的资产和安排

Contact the Advancement Office 谈礼物的房地产,用人寿保险做礼物,和 donor-advised funds as an asset for Brooks.

 

Frank D. Ashburn Society

1996年,pp电子平台的受托人宣布成立一个遗赠协会,以纪念创始校长, Frank D. Ashburn. The FDA Society recognizes alumni, parents, and friends who, by making gifts to Brooks through their estate plans, 已经宣布了他们对弗兰克·阿什伯恩生活和教导的价值观的承诺.

All are welcome to join. 成员们通过设立终身收入捐赠(慈善剩余信托基金)来证明他们对pp电子未来的承诺, 捐赠年金或汇集收入基金)或将学校列入其遗嘱, trusts or as beneficiary of a retirement plan, life insurance policy, or donor advised fund.

Contact the Advancement Office for more information about the Frank D. Ashburn Society.

 

For Advisors

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, pp电子与您有着相同的价值观,在帮助pp电子的捐赠者规划向pp电子平台捐赠的慈善捐赠时,pp电子也同样小心谨慎.

请使用这些工具来帮助你的客户实现他们的慈善意图或管理遗产礼物, and feel free to contact us for more information or assistance.

  • Legal name: Brooks School
  • Federal Tax ID (TIN): 04-2130844
  • Located:pp电子平台,1160大池塘路,北安多弗,马萨诸塞州01845
  • Sample bequest language
  • Instructions for securities transfers
  • Contact us 讨论一个潜在的礼物情况或要求一个礼物说明.