Welcome to Gift Planning
Making a planned gift is a wonderful way to show your support and appreciation for The Winsor School and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Winsor.
We recommend that you familiarize yourself with various gift options by exploring Ways to Give and What to Give. Then compare gift options and, of course, please contact us for assistance or to discuss your personal situation or objectives.
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Gift Planning Resources
Planned Giving Blog
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Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA
Giving from your IRA benefits you, your loved ones, and your favorite charitable organizations. Read more to learn about two easy, tax-wise ways to give.
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How to Make the Most of the Type and Timing of Your Charitable Gift
There are several factors to consider when choosing the timing and type of gift that best matches your circumstances. Read more to learn how to optimize your charitable giving. -
Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust
Do you want to learn how to maximize your giving through the creative use of charitable trusts? Read more for strategies about making timely adjustments to your trust portfolio for that purpose.
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