Planned Giving

Addressing your financial and family concerns while fulfilling your philanthropic goals.

There are many ways of combining giving to Canterbury School while also addressing important family and financial needs. Here are a set of questions that may be important to you. As you answer these questions, you may find the combination that is perfect for your specific situation. We invite you to talk with us to investigate further.

Do you want to make a gift with minimal effort?

Do you have appreciated stock or real estate that you are reluctant to sell because of the capital gains tax?

Are you dependent on current cash flow from your investments and concerned about cutting into that source of income?

If so, you might think about the following ideas:

Put Canterbury School into your estate plans through your will. Learn more about the benefits of this gift and how it works here.

Make Canterbury School a beneficiary of an insurance policy or of your IRA or 401(k) or 403(b) plan, or the beneficiary of a Transfer on Death designation. Learn more about this gift, its benefits, and how it works here.

Would you like to increase your cash flow and secure an increased income for as long as you (or a loved one) live?

Would you like to secure a high tax deduction now and additional income for retirement in future years, while retaining control over when to begin receiving income?

Would you like to pass a valuable and appreciating asset to your children without gift or estate tax down the road?

Would you like to control the investment of certain assets, eliminate capital gains taxes and increase your income over time?

Would you like to get a tax deduction now without cutting into your cash flow or influencing your current lifestyle?

Marcy Hawkins
Executive Director of Development
mhawkins@canterburyschool.org

Matthew R. Cloud, CFRE
Assistant Head of School for Advancement
mcloud@canterburyschool.org

Planned Giving

Making a Cash Gift

Direct Gift of Appreciated Stock

Making a Gift of Real Estate

Putting Canterbury in Your Will

Making Canterbury a Beneficiary

Establishing a Charitable Remainder Trust

Establishing a Charitable Lead Trust

Designate Canterbury as a Beneficiary

Required Minimum Distribution from an IRA

The 1977 Society was founded in 2000 to recognize and honor those individuals who have remembered Canterbury School in their estate plans. The name of the society reflects the school’s founding year and the long-term commitment of the society members. Through their thoughtful and caring support of Canterbury School’s mission, our financial viability is secured long into the future. To notify us of your estate plans, please contact Melinda Perry.