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Planned giving gifts to Linden Hall

The Heritage Society of Linden Hall recognizes, honors, and thanks alumnae, parents, and friends who have remembered Linden Hall in their estate plans. To become a member or have the school remembered in a will, insurance policy, or in some other estate plan, please contact Paige McFarling, Director of Advancement, at 717-626-8512 x109 or pmcfarling@lindenhall.org.

Bequests
Bequest commitments are the ultimate expression of faith in the progress of Linden Hall. Donors may designate a fixed amount for the school or a percentage of their estate in their will. They may also bequest property or the residue of the estate to the school. Please contact the Advancement Office for assistance.

Charitable Gift Annuities
Both outright and deferred Charitable Gift Annuities, funded with cash or other assets, pay a fixed income to a donor (or donors) for life. A lawyer or financial advisor will assist you with setting up your gift annuity.

Charitable Remainder Trust
Charitable Remainder Trusts provide annual income to a beneficiary or beneficiaries for life or for a term of years. They are more complex than the charitable gift annuity but more flexible for meeting the donor’s needs as well. Trusts can be funded with a variety of assets. A lawyer will assist you in drawing up this trust.

Charitable Lead Trust
A Charitable Lead Trust provides annual income to the school during the donor’s lifetime while transferring assets to the donor’s heirs. A lawyer will draw up this trust.

Life Estates
A donor may give her home or other residential or commercial property to the school while retaining the right to live in it for life or a term of years.

Life Insurance Policies
Policies naming the school as both the owner and the beneficiary will be accepted. The donor must agree to continue paying the premiums, or the policy must have a paid-up cash value. The future premiums paid are deductible as cash contributions. Paid-up policies can also be given to the school, and the donor can deduct the replacement value of the policy.

Retirement Plan Designations
Individuals can name the school or a charitable trust as the primary or contingent beneficiary of retirement plan vehicles, particularly IRAs and other qualified plans.

Contact:
Paige McFarling
Director of Advancement
pmcfarling@lindenhall.org
717-626-8512 x109