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
- Deferred Payment Charitable Gift Annuity
- Charitable Remainder Unitrust
- Charitable Remainder Annuity Trust
Your financial situation is unique. So are your life values and goals. Gift planning is best approached personally and thoughtfully, and the options are far more varied than can be described in a web site. Our staff can assist you and your advisors in designing a plan so it will have the greatest benefit to you and to the people and institutions you care about most.
If you wish to continue the conversation in confidence, please contact:
Beth Peterson '80, P'11
Director of Alumnae Relations