Planned Giving Options
Please refer to the Gift Options Chart below describing many gift types; but donors should consult with his or her advisors to ensure which gift type achieves their desired effect.
If you would like to... | Then you should consider... | How to: | Benefits: |
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Make a gift now that is easy and convenient |
Giving from cash income or securities
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Write a check; donate securities by contacting Jade Honey at 717-626-8512 x 109 or jhoney@lindenhall.org
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A cash gift can be given by writing a check. A gift of securities allows one to contribute stock as a gift to the school, without owing any capital gains tax.
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Make a substantial gift now with little out-of- pocket cost
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Donating appreciated securities or an existing insurance policy with cash value
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Please contact Jade Honey at 717-626-8512 x 109 or jhoney@lindenhall.org
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Have a major impact on the future of Linden Hall School while preserving your cash income.
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Make a gift that takes effect at the end of life
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Write a will or add a codicil.
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Assets remain within your reach if needed.
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Avoid capital gains tax
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Give appreciated property, either securities, real estate, or certain personal property
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For gifts of securities, please contact Jade Honey at 717-626-8512 x 109 or jhoney@lindenhall.org
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Give appreciated property and conserve cash for other uses.
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Make a gift that provides stable and secure income for retirement
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Charitable Gift Annuity (CGA)
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Transfer cash or property subject to a Charitable Gift Annuity agreement with Linden Hall.
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A fixed income at generous levels, guaranteed by Linden Hall School.
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Make a gift that hedges against inflation
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Charitable Remainder Unitrust
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Execute a trust that pays a set percentage of trust assets as valued each year.
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Income is variable, rising when trust increases in value, and shrinking with trust assets.
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Make a gift that pays future retirement income at elevated level
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Deferred CGA
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Transfer property now; specify start of income at anticipated retirement.
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A 50-year-old's annuity, deferred for ten years, could offer a higher rate of income than when initially established.
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Share assets with family while avoiding estate taxes
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Charitable Lead Trust
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Create trust to hold assets that will pay income to the school for a specified time, and then distributes to individuals.
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Several years' worth of income payments to the school, then assets distributed to other beneficiaries of trust.
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Give to several organizations
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A Charitable Remainder Trust or Charitable Lead Trust that benefits a range of organizations
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Please contact a Personal Advisor.
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You can retain the right to alter the beneficiaries of a charitable remainder trust.
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Avoid double taxation on retirement plans
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Designate part or all of a Retirement Plan to charitable organizations
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Designate retirement plan assets for Linden Hall and earmark other, less-heavily-taxed assets for heirs.
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Tax savings, and increased inheritance for family and the school.
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In addition to these types of planned gifts, individuals may receive benefits from gifts made from retirement accounts, real estate, appreciated property. Family foundations and donor-advised funds also may provide benefits to donors interested in maximizing impact to the School and/or managing tax obligations.
Information concerning giving options or tax benefits, provided by Linden Hall School is of a general educational nature only and does not constitute, or substitute for, legal advice. Please seek competent legal advice regarding how any gift to the school might affect your personal situation.
