Brunswick School - Courage, Honor, Truth

Planned Giving - Gifts at a Glance

 

Where do you want to go? Explore the gift plans that interest you to learn more about how they can help you and Brunswick reach our goals.
 

 

Outright Gifts

Gifts of Cash
The simplest gift maximizes your charitable deduction and delivers immediate benefits to Brunswick.

Appreciated Securities
Did you know that the IRS still allows you one of its most significant tax breaks for these gifts?  

Gifts of Real Estate
Did you know that you can make a substantial gift to Brunswick through a transfer of residential, commercial, or undeveloped real estate?  

Gifts of Business Interests
Did you know that you can give Brunswick an interest in a closely-held or family business?  

Gifts of Partnership Interests
Did you know that you can transfer an interest in a real estate or oil-and-gas partnership that could produce more benefit for us than it’s giving you?  

Gifts of Personal Property
Did you know that you can give is books, artwork or equipment and also secure an income tax deduction? 

Estate Gifts

Bequests
Did you know that this most fundamental planned gift delivers critically important support to Brunswick every year?  

Gifts of Retirement Plans
Did you know that your retirement plan can deliver more benefit to Brunswick than to your heirs?  

Gifts of Life Insurance
Did you know that you can create a significant endowment here from income rather than capital?

 

Gifts in Partnership With Us


Charitable Gift Annuities

Did you know that our simplest life-income gift also delivers the highest annual payments and significant tax benefits for you? In return for your gift, Brunswick pays you an annuity; you receive an income tax deduction, avoid upfront capital gains tax on your gift transfer, and pay no income tax on part of the payments you receive from Brunswick.

Deferred Gift Annuities
Did you know that there is a life-income gift designed to build younger donors’ retirement earnings? Deferring the start of your annuity until retirement or later gives you a large income tax deduction now and an additional source of income when you need it later.

Charitable Remainder Unitrusts
Did you know that this powerful life-income gift is our most creative planning tool for donors? The unitrust pays you a fixed percentage of principal and reinvests excess income. You have flexibility in determining who will manage the unitrust, the length of the income payout and the number of income beneficiaries, and which assets will be placed into the trust.

Charitable Remainder Annuity Trusts
Did you know that you can combine flexible management of your gift with a predictable fixed-income payout? The annuity trust is individually managed, and can pay fixed income for life or a term of years to multiple beneficiaries.

Charitable Lead Trusts
Did you know that one gift plan reduces the cost of transferring assets to your family – while delivering immediate benefits to Brunswick ? The lead trust holds appreciating assets for a term and pays income to Brunswick, then passes the principal to your family. This gift plan freezes the taxable value of appreciating assets but passes on to your family the full market value after the period of income to Brunswick.

Retained Life Estates
Did you know that you can give Brunswick your house and continue to live there rent-free?  

Charitable Bargain Sales
Did you know that this part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property?  

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Brunswick School • Greenwich, CT
Upper School 100 Maher Avenue • Lower & Middle Schools 1252 King Street • Pre School 116 Maple Avenue

Main phone: 203.625.5800 • Alumni phone: 800.546.9425

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