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.
List of 3 items.
-
Gift Planning Resources
Planned Giving Blog
Each month, we provide up-to-date information about a topic relevant to gift planning.
List of 3 items.
-
Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction
Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities. -
Celebrating National Estate Planning Awareness Week: October 21-27, 2024
This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include. -
How a Charitable Gift Can Help Rebalance Your Portfolio
Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer
© Winsor School. All Rights Reserved | Privacy Policy