Giving cash may not always be the best way for you to make a gift to Trinity Episcopal Day School. Below are brief descriptions of giving methods that may be more financially suitable for you and your family.
Gifts by Donors Will: In addition to outright bequests, a will can provide remainder trusts, gift annuities, lead trusts and retained life estate plans. This is the most common for of gift giving other then cash.
Outright Gifts of Appreciated Stocks or Bonds: Allows the donor to save taxes twice through charitable deduction and the avoidance of capital gain tax.
Life Income Gifts: Funded by appreciated stock, bonds, or real estate, the donor can save taxes twice, while providing dependable income for the lifetime of the donor.
Life Insurance Policies: With the school as beneficiary or owner of the policy. This can be a gift with modest out-of-pocket cost, particularly attractive to younger donors, and those of any age who have paid-up policies which may no longer be needed for the original purpose.
The Gift You Can Live In For Life: Gifts of real estate, your home or farm, retaining the right to live in the property for the rest of the donor life through retained life estate.
The Gift You Get Back: Gifts of income, with the income providing asset placed in a charitable lead Trust for a fixed time period, returning later to the donor or heirs.