Goals and Benefits

There are many ways to make a gift to Winchester Thurston School. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact Executive Director of Institutional Advancement Monica Manes Gay at gaym@winchesterthurston.org or 412-578-3746.

Your Goal

Your Strategy

Your Benefits

Make an important impact to Winchester Thurston that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind.

Include a gift from your will or trust (cash, specific property, or a share of the estate).

A great way to provide resources that help Winchester Thurston maintain our traditions.

Avoid capital gains liability and take an income tax deduction.

Use appreciated securities instead of cash to make your gift.

Buy low and give high — while avoiding capital gains tax.

Leave more of your estate to your heirs.

Name Winchester Thurston as beneficiary of your retirement plan, and leave less-taxed assets to family.

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

Continue to receive benefits back from the assets you give to Winchester Thurston — and thus multiply your gift.

Create a life-income plan through a charitable gift annuity, charitable remainder annuity trust or charitable remainder unitrust.

Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.

Reduce gift and estate taxes and leave more of your assets to your heirs.

Create a charitable lead trust to pay income to Winchester Thurston for a fixed time, then pay the remainder to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Create a long-term gift that won't draw funds from your estate.

Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

Increase your ability to make a significant gift to Winchester Thurston.

Want to Learn More?

1. Contact Monica Manes Gay, Executive Director of Institutional Advancement at gaym@winchesterthurston.org, or 412-578-3746 to learn more about creating a legacy gift to benefit Winchester Thurston.

2. Consult your financial or legal advisor to assist you in the planning of your gift.

3. If you include Winchester Thurston in your estate plans, please use our legal name and federal tax ID below:

Legal name: Winchester Thurston School
Address: 555 Morewood Avenue Pittsburgh, PA 15213
Federal Tax ID number: 25-1030691