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 Monica Gay, Director of Advancement, at 412-578-3746 or gaym@winchesterthurston.org.
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 high tax liability now and/or gain additional income later. | Establish a deferred gift annuity. | Receive a larger deduction and a higher income rate than an immediate payment annuity. |
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. |
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. |