The Winsor School
A leading school for academically promising girls in grades 5-12
Community

Planned Giving Options

Consider these options

A simple bequest is the most common way of remembering Winsor, and many of the most significant gifts in the School’s history have been just that. Our office can provide your attorney or advisor with important information and the appropriate language for such a gift.

In addition, you may want to explore the estate and income tax benefits of designating Winsor as a beneficiary of a life insurance policy, IRA, or other retirement account.

Would you like to receive income even as you provide Winsor with future support? Are you interested in maximizing your tax benefits by generating deductions or avoiding capital gains tax? If so, you may wish to consider one of the following arrangements:

Charitable Gift Annuity

A Charitable Gift Annuity provides a fixed dollar payment to a beneficiary, usually quarterly.

Deferred Payment Charitable Gift Annuity

A Deferred Payment Charitable Gift Annuity is similar to a standard annuity except that your first payment is deferred rather than beginning immediately. This option can be useful if you need tax relief now but want to defer the income to a later date.


Charitable Remainder Unitrust

A Charitable Remainder Unitrust is a separately managed trust that pays a fixed percentage of its value quarterly to the beneficiary. These arrangements are ideal for donors who prefer investment flexibility.


Charitable Remainder Annuity Trust

A Charitable Remainder Annuity Trust is a separately managed trust that pays the beneficiaries a fixed dollar income on a quarterly basis, regardless of the value of the trust.


Please contact us for more detailed information and to discuss these options more fully. Whatever arrangement you choose, it is our pleasure to welcome you as a member of the Lamp of Learning Society.


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