Sanford School: Planned Giving
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Giving to Sanford School: Planned Giving

Planning Guide

We encourage you to plan your gift thoughtfully by using the chart below. Begin by setting goals that are important to you, learn how to accomplish them, and discover the benefits that lie ahead.


Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details

Use cash to make your gift to Sanford

Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on Sanford

Afford a larger gift to Sanford – and avoid capital gains liability

Give appreciated securities or bonds held over one year

Buy low and give high – while avoiding capital gains tax

Make a gift for Sanford's future that doesn't affect your cash flow or portfolio now

Put a bequest in your will (cash, specific property, or a share of the estate residue)

Today – a gift that costs you and your family nothing

Tomorrow – an estate tax deduction

Retain income benefits from the assets you give to Sanford – and thus afford a larger gift

Make a contribution to a pooled income fund, or create a charitable gift annuity, a charitable remainder annuity trust or unitrust

Receive income for your lifetime; receive a charitable deduction; diversify your holdings

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than our other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift to Sanford

Use real estate to make your gift to Sanford

Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't affect your lifestyle

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at the Sanford for a fixed, finite period with the principal going to your heirs.

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

Locate an overlooked asset that you can easily give to Sanford

Name Sanford as beneficiary of your retirement plan, leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Make an endowment gift from income rather than capital

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

Increase your ability to make a significant gift to Sanford