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Ways to Give
Planned Giving
Help Build a Strong Future for Kingswood Oxford
At Kingswood Oxford, we set students on a path towards excellence, giving them the tools they need to live lives of integrity and involvement. By including a gift to us in your estate plans, you can ensure that more students receive an education that nourishes their talents in a community of teachers, friends, and families.
It would be our pleasure to welcome you into the Nicholson-Martin Circle. Click below for a full list of the members.
Make an Big Impact with These Planned Giving Options
Wills and Living Trusts
Structure your will to provide for your family first. Then include a gift to the charitable organizations you love. Just a few simple sentences and a meeting with an estate planning attorney are all it takes.
Charitable Gift Annuity
A charitable gift annuity (CGA) is a gift that provides an income stream. In exchange for a gift of cash or securities, KO agrees to provide fixed income payments to you and/or another person for life. You can receive an income tax deduction in the year the gift is made and also avoid capital gains taxes.
Charitable Remainder Trusts
A charitable remainder trust (CRT) provides beneficiaries with life income but with greater flexibility. A CRT is individually managed by a designated trustee and is established to meet your goals. You claim an immediate income tax deduction for a portion of your gift.
Charitable Lead Trusts
In this option, income from the trust is paid to KO for a certain number of years. At the end of the period, assests are either returned to you (grantor CLT) or are transferred to someone else (non-grantor CLT). Both a grantor CLT and non-grantor CLT offer tax benefits.
Structure your will to provide for your family first. Then include a gift to the charitable organizations you love. Just a few simple sentences and a meeting with an estate planning attorney are all it takes.
Charitable Gift Annuity
A charitable gift annuity (CGA) is a gift that provides an income stream. In exchange for a gift of cash or securities, KO agrees to provide fixed income payments to you and/or another person for life. You can receive an income tax deduction in the year the gift is made and also avoid capital gains taxes.
Charitable Remainder Trusts
A charitable remainder trust (CRT) provides beneficiaries with life income but with greater flexibility. A CRT is individually managed by a designated trustee and is established to meet your goals. You claim an immediate income tax deduction for a portion of your gift.
Charitable Lead Trusts
In this option, income from the trust is paid to KO for a certain number of years. At the end of the period, assests are either returned to you (grantor CLT) or are transferred to someone else (non-grantor CLT). Both a grantor CLT and non-grantor CLT offer tax benefits.
Contact
We can help you find the right charitable gift for you.
Please contact:
Dina Plapler
Director of Institutional Advancement
office: 860-727-5019
plapler.d@kingswoodoxford.org
Click here for a Bequest Intention Form.
Please contact:
Dina Plapler
Director of Institutional Advancement
office: 860-727-5019
plapler.d@kingswoodoxford.org
Click here for a Bequest Intention Form.
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Kingswood Oxford
170 Kingswood Road
West Hartford, CT 06119-1430
860.233.9631
admissions@kingswoodoxford.org
170 Kingswood Road
West Hartford, CT 06119-1430
860.233.9631
admissions@kingswoodoxford.org
Located in West Hartford, CT just steps from Blue Back Square, Kingswood Oxford is a private school inspiring co-ed day students in grades 6-12 with a college preparatory curriculum. Empowered students become clear confident communicators, resourceful problem-solvers, and ethical leaders. KO: where unlimited potential meets endless opportunities.
Copyright 2018. Kingswood Oxford.