Become part of the growing circle of Carlisle alums, family and friends that have made lasting commitments to support the future of Carlisle School through planned giving.
Planned Giving is the term we apply to a variety of charitable gift arrangements that offer unique tax and income benefits to the Donor while supporting Carlisle School. Donors can establish these meaningful gifts as a part of an estate plan or financial plan.
Why is Planned Giving Important?
Planned Giving is a vital component in Carlisle School’s long-term financial security. Planned giving helps builds lasting relationships with our supporters, and significant planned giving gifts attract other major contributions to our school.
Leave a Legacy:
Planned giving is an opportunity for the donors to pass down their values and leave a legacy to future generations here at Carlisle.
What Are the Options?
- The child receives payments totaling $64,000 for education expenses.
- The amount the child receives will be taxed at a lower rate than it would have been to you.
- You receive a charitable income-tax deduction of $52,009 and avoid paying $14,000 tax on $70,000 of gain.
- Carlisle School eventually receives $100,000, assuming the trust earns a consistent 8% return on investment.
Caution: If the child-beneficiary is under 14 years old, the trust payments will be taxed at your higher tax rate. Careful funding, such as with growth stock or tax-exempt bonds, can significantly diminish or even eliminate the negative impact of this provision.
Contact our staff to discuss your wishes and determine the best option(s) for your family. We look forward to learning about your interests and finding ways to ensure that legacy funds support the causes you are interested in at Carlisle.
For more information on how to invest in Carlisle School please contact:
Jennifer Doss, Director of Development, at (276) 632-7288 EXT. 231 or firstname.lastname@example.org.