Planned Giving

 

Providing for the future well-being of your family, and at the same time, supporting the mission of Guardian Angels School can be accomplished by a variety of gifts known as planned gifts.

 

Planned gifts, such as bequests in wills or trusts; life insurance; charitable trusts; IRAs and retirement assets; pooled income funds and annuities can provide benefits to you and your family now, and in the future. Depending on the asset given and the gift arrangement selected, a donor will experience some or all of the following benefits:

• Make a lasting difference to Guardian Angels School.
• Avoid capital gains tax on gifts of appreciated property.
• Reduce income tax through a deduction for a gift.
• Eliminate federal estate tax on property passing to charity upon death.
• Retain life income for themselves and other beneficiaries.
• Reduce costs and time in estate settlement.
• Fulfill philanthropic goals.