One of the simplest methods of a deferred gift is a Bequest to Linden Hall School through your Will or Revocable Living Trust. You may leave a gift through a bequest of cash, securities, or other assets; a percentage of the estate; or the residuary estate, which is the balance left after other estate obligations have been paid.
If you would like to add a Bequest to a current will, you can do so by adding a simple codicil to your existing Will. The amount given to the school will not be subject to estate tax upon your death.
Example of Gift Language
I give and devise to Linden Hall School (Tax ID #23-1352656), located at 212 East Main Street, Lititz, PA 17543, the sum of $_____ (or asset) to be used for general support of the school (or for support of a specific fund or program).
For more information, please contact Debbie Hurd, Director of Advancement, firstname.lastname@example.org or (717) 626-8512 x109.
Disclaimer: Any information pertaining to giving options or tax benefits on the Linden Hall website or otherwise provided by the school is of general educational nature only and does not constitute, or substitute for, legal advice. Please seek competent legal advice regarding how any gift to Linden Hall may affect your personal situation.
Linden Hall School’s tax identification number is: 23-1352656