Support The Hill
Which Estate Giving Options Work Best for Me?
YOUR GIFT | YOUR GOAL | HOW TO MAKE THE GIFT | YOUR BENEFITS | |
---|---|---|---|---|
Simple Gifts Anyone Can Make |
• Your Will or Trust A |
• Defer a gift until after your passing. • Maintain control of your assets during your lifetime. |
• Work with your attorney to add a gift in your will or living trust detailing your donation to The Hill School. • Designate The Hill School as beneficiary of a percentage of your retirement plan, savings or brokerage account, or life insurance policy. |
• Maintain your current lifestyle while making a meaningful gift to support The Hill School. • Enjoy flexibility to change your plans as life changes. • Pass your retirement plan assets to us tax-free. |
Gifts of Assets |
• Stock or other securities • Real estate |
• Make a gift now and receive benefits. • Make a larger gift with little or no effect on cash flow. |
• Give stock or securities that have increased in value directly to The Hill School. • Donate your residence, farm, or commercial property. |
• Qualify for a potential income tax deduction. • Avoid capital gains taxes on assets that have increased in value. • Transfer the expense of insuring or maintaining assets you no longer need. |
A Gift That Pays You |
• A Charitable Gift Annuity | • Supplement your retirement income with steady payments. • Receive payments that are partially income tax–free. |
• Make a donation of cash or securities to benefit The Hill School through a simple exchange for fixed payments for life. | • Qualify for a potential income tax deduction. • Enjoy tax savings on a portion of each payment you receive throughout your life expectancy. • Receive fixed payments for life. • What is left of your gift after your passing supports The Hill School. |
A Flexible Gift That Provides Income |
• Charitable Remainder Unitrust • Charitable Remainder Annuity Trust |
• Supplement your own retirement income or that of someone else with a charitable remainder trust. |
• You transfer cash, securities, or other appreciated property into a charitable remainder trust. The trust pays either a variable (unitrust) or fixed (annuity trust) amount each year to you, or another beneficiary if you choose, for a lifetime or a term up to 20 years. When the term is up, the balance goes to The Hill School. | • With a charitable remainder trust, you can make a generous gift to The Hill School, qualify for a potential income tax deduction for the charitable portion of your gift and eliminate capital gains tax at the time of the gift when the trust is funded with appreciated assets. |
Gifts That Reduce Gift and Estate Taxes on Assets You Pass to Family |
• Charitable Lead Unitrust • Charitable Lead Annuity Trust |
• Provide a revenue stream to The Hill School with a charitable lead trust. |
• You transfer securities or other appreciating property into a charitable lead trust. The trust pays either a variable (unitrust) or fixed (annuity trust) amount each year to The Hill School for a lifetime or term of years. The balance then passes to your heirs. |
• Support The Hill School during your lifetime, keep property in the family, and often reduce gift taxes with the charitable lead trust. |
Questions? Please contact Shaylene Scheib, capital and estate giving officer, at 610-705-1059 or sscheib@thehill.org