Making a planned or estate gift is a wonderful way to show your support and appreciation for Brookwood School while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful and impactful contribution to Brookwood.
As always, contact your financial advisor for guidance and feel free to contact us to discuss your objectives.
What to Give– Gift planning may include the following opportunities for giving; each offers different advantages depending on the individual donor or couple:
- Real Estate
- IRAs/Retirement Assets
- Stocks, Bonds, Mutual Funds
- Life Insurance Policy
- Tangible Assets
How to Give– Donors should consult with their advisor to discuss giving vehicles best suited for their individual situation and the advantages of each. Ways to give may include:
- Gift Annuity
- Family Philanthropic Fund
- Bequests (see sample language below)
- Charitable Remainder Trust
- Retained Life Estate
- Charitable Lead Trust
Sample Bequest Language- “I give and bequeath to Brookwood School in Manchester, Massachusetts (the sum of $____ or _____% of my estate) to support its tax exempt purposes (you may insert the name of a specific academic department, endowment, or other interest).”
If you have included Brookwood in your estate plans, please let us know so that we may thank you now for your thoughtful and extraordinary support. Also, if we are in a capital campaign, and based on your age(s), we may be able to credit part or all of your planned gift towards your total campaign pledge.
Please contact your personal financial advisor for advice and feel free to reach out to Katie Mullen at email@example.com or (978) 526-4500 ext. 6290 to discuss your personal situation and objectives.