Planned giving is a way of making a valuable contribution to Maclay School. By including Maclay in your estate planning, your gift has a long-lasting impact on the school.
It’s easy. Decide what kind of legacy you would like to leave and complete the attached Charitable Bequest Intent form indicating your choice.
Some examples of common planned gifts are below. We do, however, realize that everyone's financial circumstances are unique and are happy to discuss your wishes on a confidential basis.
A bequest is a provision in one’s last will and testament where a gift or property is transferred from an estate to a charitable organization. It is one of the simplest ways to remember those you care about most.
“I hereby give, devise, and bequeath to Maclay School the sum of: $ _____, or _______ % , or _________ fractional interest of my estate.”
While we can provide suggested wording for leaving a gift, we advise you to consult your attorney or financial advisor when making or changing your will.
Charitable Trusts are mutually beneficial for both you and the school. By creating a unitrust or annuity trust you receive an income during your lifetime. By transferring a portion of your assets to a charitable organization, you may reduce your estate and consequently reduce your capital gains taxes on the assets while establishing a regular stream of income paid to you. Consult your attorney or financial advisor and contact the Advancement Office.
It is important to seek advice from your legal and financial advisors when pursuing any of these plans. The above information is not intended as legal, accounting or other professional advice. Charitable gifts to Maclay School are tax deductible as allowable by law. Please contact the Maclay Advancement office at (850)893-8465 for more information.
For more information on how you can leave a legacy, contact Carri Smith, Director of Advancement at (850)893-8465 or firstname.lastname@example.org .
This publication is intended to provide general gift planning information. Our organization is not qualified to provide specific legal, tax or investment advice, and this publication should not be looked to or relied upon as a source for such advice. Consult with your own legal and financial advisors before making any gift.