Planned gifts provide income to the The
Cottage School while giving the donor tax
benefits and/or income for life. Planned
gifts can include real estate, tangible
personal property such as antiques and art,
life insurance, and charitable trusts.
Please contact The Cottage School
Advancement Office for information on
making a planned gift.
Life Insurance
The Cottage School can be a total or
partial beneficiary of an existing whole
life insurance policy, or a new policy
taken out for this purpose. Life insurance
can also be used to cover charitable gifts
made from an estate. Annuities may also
be gifted to the school.
Life Income Gifts and Charitable
Trusts
Trust agreements are individually written
to accommodate a donor’s desires.
Please discuss any plans to include The
Cottage School in a trust agreement with
your attorney and financial advisors.
Remainder Interest in a Personal
Residence or Farm:
You may retain a life interest in your
home or farm while deeding the property
to The Cottage School. Though you may
continue to live in or use the property,
you may claim a tax deduction at the time
the property is transferred. Your attorney
or financial advisor can assist you in
making this type of donation.
|
