有计划的捐赠:遗产规划 & 遗产-太阳城电子app-太阳城电子app

你们的遗产就是我们的未来

不管你为什么要把福克斯克罗夫特记在遗产规划里, planned gifts provide you with an opportunity to design a Foxcroft legacy that is meaningful to you.

Planned gifts provide donors with an opportunity to realize numerous benefits – including valuable tax benefits, augmented income, 多元化的投资组合, and even the possibility of making a larger gift than would otherwise be possible – and to create a lasting legacy at Foxcroft.

smiling-graduate-looking-over-her-shoulder

Whether it was your own walk — or your daughter's walk — through Miss Charlotte's Garden, 标志着你在福克斯克罗夫特经历的高潮, we hope as you look back that you reflect upon how Foxcroft prepared you for the world -- unique learning experiences, strong values, human connections, and lifelong friendships.

这就是为什么许多人选择在他们的遗产规划中记住福克斯克罗夫特. 这样做是对过去的尊重，也是对未来的保证. We encourage you to consider making a planned gift to Foxcroft and becoming a member of “Forever Foxcroft” so that it will continue to do for generations of young women what it has done so well for more than a century.

Forever Foxcroft

Forever Foxcroft is the giving society established in 1999 by the Board of Trustees to recognize individuals who have included Foxcroft School in their estate plans, 平衡他们的财务目标和慈善利益.

Their legacy gifts ensure that Foxcroft continues to attract and retain inspiring teachers, 财政援助将会到位, 校园将根据需要进行维护和升级. 福克斯克罗夫特永远拥抱所有校友, parents, and friends who have informed the School of its place in their financial or estate plans. 关于遗赠礼物的问题, 或者让我们知道福克斯克罗夫特也在你的计划之内, 请致电540与学院发展办公室联系.687.4510 or advancement@litzcranes.com.

Forever Foxcroft Members

Planned Giving Brochure

我现在知道我对所有女孩都有责任, 我无法想象他们没有和我一样的机会 ... 所以我把福克斯克罗夫特写进了遗嘱.

— Dede Pickering, Class of 1971

Bequest

一生不花一分钱的礼物

Remembering Foxcroft in your will ensures that your support will be permanent and that your own needs will come first.

了解更多关于遗赠的信息

了解更多关于遗赠的信息

Remembering Foxcroft in your will ensures that your support will be permanent and that your own needs will come first.

遗赠可能适合你的需要，如果你:

想要给予，但首先要养家糊口;
希望在环境变化时保持选择余地;
seek to lessen any possible estate tax; or
有遗嘱或可撤销信托，或准备创建一个.

在你律师的帮助下, 你可以很容易地把福克斯克罗夫特加到新遗嘱里, 或通过遗嘱附录将学校纳入现有遗嘱.

Insurance Gifts

A Gift Now or Later

人寿保险是给福克斯克罗夫特一个简单而实用的方法, whether you give an existing policy or take out a new one with Foxcroft in mind.

了解更多关于保险礼品的信息

了解更多关于保险礼品的信息

人寿保险是给福克斯克罗夫特一个简单而实用的方法, whether you give an existing policy or take out a new one with Foxcroft in mind.

"Old Insurance"

Many people own policies purchased years ago to protect young children who are long since grown. Such policies often have sufficient cash value to remain in force even though they have outlived their original purpose. 如果福克斯克罗夫特成为受益人, 然后，总有一天它会得到这项政策的好处, 假设所有规定的保费都已支付. Or, as owner of the policy, 福克斯克罗夫特可以立即以接近现金价值的价格赎回, often a substantial gift.

"New" Insurance

The right type of policy (one that will remain affordable throughout a lifetime) can be an effective way to build a legacy for Foxcroft. Moreover, the premiums paid for the policy can sometimes count as a charitable deduction. 探索这种给予的方式, contact an insurance agent well-versed in using insurance as a charitable gift.

Charitable Lead Trust

A Legacy Shared & Redoubled

慈善领导信托会降低你的遗产税，而不是支付你的收入. Your lead trust benefits Foxcroft while increasing your family's inheritance by reducing estate taxes.

了解更多关于慈善信托的信息

了解更多关于慈善信托的信息

慈善领导信托会降低你的遗产税，而不是支付你的收入. Your lead trust benefits Foxcroft while increasing your family's inheritance by reducing estate taxes.

To create a lead trust, you place income-producing property in a trust that uses the property's income to make several years of payments to a charity like Foxcroft.

These charitable payments entitle you to a substantial estate tax deduction, thus reducing taxes on the property that is transferred to your family's beneficiaries at the end of the trust term. Your chosen beneficiaries inherit the property is not needed by you or your family. Unlike CRTs, lead trusts are subject to capital gains tax on the sale of assets. Charitable lead trusts are complicated legal entities that require careful consultation with expert counsel. Nonetheless, with good legal counsel, a lead trust can sometimes be central to your legacy plans for your family and Foxcroft.

Retirement Gift Account

让你产生巨大影响的简单方法

退休账户——401(k)和403(b)计划, IRAs, Keoghs, and others -- will be the major source of income for many people after retirement. Contributions to these plans are often tax free and usually grow tax free.

了解更多关于退休帐户的信息

了解更多关于退休帐户的信息

退休账户——401(k)和403(b)计划, IRAs, Keoghs, and others -- will be the major source of income for many people after retirement. Contributions to these plans are often tax free and usually grow tax free.

从这些计划中提取的资金通常要缴纳所得税, 大地产的账户也可能欠遗产税. 留给配偶以外任何人的账户, 这些综合税收可能占账户的70%或更多, leaving little for heirs.

留给福克斯克罗夫特的账户资产避免了这两项税. 因为这些省下的税款将支付大部分的礼物, 以这种方式创造遗产可能更有利, 把其他财产留给所爱的人.

If you are over age 70.5, a contribution to Foxcroft from your IRA will count toward your minimum annual withdrawal. Any part of your annual IRA withdrawal that you do not need can benefit our girls if you give to Foxcroft. You will avoid federal income tax on that gift (and perhaps state income tax as well -- ask your advisor).

这些个人退休账户的礼物总额高达100美元,000 per year to charitable organizations like Foxcroft School are not counted as taxable income as long as the IRA funds pass directly from your IRA to the charitable organization.

慈善剩余信托基金

给你带来收入的礼物

A 慈善剩余信托基金 (CRT) provides flexible income for one or more beneficiaries for a time period of your choosing. In your hands, and those of your advisor, your CRT can provide for any and all of your family while also remembering Foxcroft.

了解更多有关慈善剩余信托基金的资料

了解更多有关慈善剩余信托基金的资料

A 慈善剩余信托基金 (CRT) provides flexible income for one or more beneficiaries for a time period of your choosing. In your hands, and those of your advisor, your CRT can provide for any and all of your family while also remembering Foxcroft.

A CRT receives, sells, and reinvests your cash, securities, 或其他财产(免征任何资本利得税), and makes regular payments to you or to loved ones for a length of time set by you. 通过这种方式，你的CRT可以从你的资产中获得更多的收入. At the end, all remaining trust assets go to your chosen charities, including Foxcroft.

crt通过以下两种方式之一向您或您所爱的人支付收入:

固定元年金(慈善剩余年金信托基金)，或;
variable income, designed to increase over time (Charitable Remainder Unitrusts)

As noted, a CRT can sell appreciated stock and reinvest sale proceeds without capital gains tax, 将这些免税收益转化为你的额外收入, 给福克斯克罗夫特一份更大的礼物.

It's also flexible. 您可以更改或添加慈善受益人, 甚至(在独立信托的情况下)以后还会贡献额外的资产, 增加你的收入和给福克斯克罗夫特的终极礼物.

考虑CRT在你的遗产中可能扮演的角色, please contact your attorney who can help you design a CRT to benefit both your family and Foxcroft.

变革性的遗产礼物

是校友露丝·贝德福德2014年的遗赠, Foxcroft received a transformative gift of $40 million — the largest gift ever bestowed on a girls’ school in the United States, 也是那一年全国所有中学收到的最大一笔捐赠. 她的遗赠表达了她对太阳城电子app持久的感情.

了解更多关于露丝T. 贝德福德艺术奖学金