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Planned Giving

Most planned gifts benefit Lyndon Institute at some future point in time.  The support of alumni, parents, and friends of LI who remember the School with bequests and life income gifts is a significant factor in preserving LI's future.

Bequests, gift annuities, charitable remainder trusts and lead trusts are examples of planned gifts.  Making a planned gift can help you make a meaningful gift while attaining other important financial goals.

By making such gifts, not only do you contibute to LI, but you may also increase your income, enjoy a charitable deduction, and avoid taxes on your capital gains.

 

  • Bequests - the simplest way to include LI in an estate plan is to make a bequest to the School through a will or to add a codicil to an existing will.  You may designate a specific amount, a percentage or a share of the residue.
  • Real Estate - make a gift of an asset no longer needed and generate an income tax deduction.
  • Tangible Personal Property - share a collection or other personal items.
  • Retirement Funds - IRA's or other employee benefit plans.
  • Gift of Life Insurance - paid up life insurance policies with LI as the owner and beneficiary support the School and allow the donor to claim a charitable deduction for the policy's cash surrender value. 

Please contact Melissa Hall in the development office about making a planned gift.