walnuthillarts.plannedgiving.org
Glossary | Walnut Hill School for the Arts
http://www.walnuthillarts.plannedgiving.org/walnuthillarts/articles/44.html
As used in planned giving, refers to the factors used to calculate the value of lifetime payments based on the life expectancies of income beneficiaries or the term of years for a trust. Adjusted Gross Income (AGI). A contractual arrangement to pay a fixed sum of money to an individual at regular intervals. The charitable gift annuity is a gift that secures fixed lifetime payments to the benefactor and/or another individual. Securities, real estate, or any other property that has risen in value since the...
walnuthillarts.plannedgiving.org
Disclaimer | Walnut Hill School for the Arts
http://www.walnuthillarts.plannedgiving.org/walnuthillarts/articles/42.html
The material presented on this Planned Giving website is not offered as legal or tax advice. Neither the author, the publisher, nor Walnut Hill School for the Arts is engaged in legal or tax advisory service. For advice or assistance in specific cases or whether to make certain a contemplated gift fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained. For help connecting with a qualified adviser. Gifts Anyone Can Make. Make a ...
walnuthillarts.plannedgiving.org
Gifts That Protect Your Assets | Walnut Hill School for the Arts
http://www.walnuthillarts.plannedgiving.org/walnuthillarts/articles/3.html
Gifts That Protect Your Assets. Increased income may not be your primary objective. Instead, as your needs and lifestyle change, you may be wondering how you will deal with some highly appreciated property or a growing family business. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family? Limited Time Gift Opportunities Due to Low IRS Discount Rate. Here are some of the benefits you can take advantage of:. Your hard work has paid off and...
walnuthillarts.plannedgiving.org
For Professional Advisors | Walnut Hill School for the Arts
http://www.walnuthillarts.plannedgiving.org/walnuthillarts/giving/8.html
By phone or by e-mail. The Ellison Circle Member Profile form. Gifts Anyone Can Make. Gifts That Pay You Income. Gifts That Protect Your Assets. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors. Please feel free to contact us. Directly for information or assistance on a confidential basis. Legal Name: Walnut Hill School for the Arts. Incorporated in: Natick, MA. Gifts Anyone Can Make. We are plea...
walnuthillarts.plannedgiving.org
Contact Us | Walnut Hill School for the Arts
http://www.walnuthillarts.plannedgiving.org/walnuthillarts/giving/4.html
Planning your estate and legacy for future generations including your charitable interests takes careful evaluation. We suggest consulting with an appropriate professional as an important step in the process. If you have questions regarding Walnut Hill's planned giving program, please me below below, or use our request for information. Form to get more information. Director of Major and Planned Giving. Walnut Hill School for the Arts. Natick, MA 01760. Planned Giving Content 2016 VirtualGiving.com.
walnuthillarts.plannedgiving.org
Gifts of Stock and Appreciated Assets | Walnut Hill School for the Arts
http://www.walnuthillarts.plannedgiving.org/walnuthillarts/articles/13.html
Gifts of Stock and Appreciated Assets. You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Walnut Hill School for the Arts. Walnut Hill sells your securities and uses the proceeds for our programs. You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them). No capital gains tax. On the transfer when the stock is sold. Cash vs. Stock Calculator.
walnuthillarts.plannedgiving.org
Gifts from Your Will or Trust | Walnut Hill School for the Arts
http://www.walnuthillarts.plannedgiving.org/walnuthillarts/articles/6.html
Gifts from Your Will or Trust. Include a gift to Walnut Hill School for the Arts in your will or trust. (Here is sample language for your will. Make your bequest unrestricted or direct it to a specific purpose. Indicate a specific amount or a percentage of the balance remaining in your estate or trust. Sample Gift Language for your Will or Trust. Download a Sample Codicil Form Opens new window. The 25 Estate Documents You Need to Put in One Place. Our Endowment is Our Future. Gifts Anyone Can Make. Make ...
walnuthillarts.plannedgiving.org
Gifts That Pay You Income | Walnut Hill School for the Arts
http://www.walnuthillarts.plannedgiving.org/walnuthillarts/articles/2.html
Gifts That Pay You Income. Did you know there's a gift to Walnut Hill School for the Arts that returns payments to you? Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Here’s how they work:. Some of the best ways to support Walnut Hill School for the Arts are available through life-income gifts. These "Gifts That Pay You Income" help you make a substantial gift to Walnut Hill while. An immediate tax deduction for a portion of your gift. The material presented...
