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Goals & Benefits

There are many ways to make a gift to The Holton-Arms School. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.

Your Goal

Your Strategy

Your Benefits

Make a gift for Holton-Arms’ future that costs you nothing now.

Include a gift from your will or trust (cash, specific property, or a share of the estate).

A great way to help Holton-Arms build financial strength and provide resources that maintain our traditions.

Avoid capital gains liability and take an income tax deduction.

Use appreciated securities instead of cash to make your gift.

Buy low and give high — while avoiding capital gains tax.

Leave more of your estate to your heirs.

Name Holton-Arms as beneficiary of your retirement plan, and leave less-taxed assets to family.

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

Continue to receive benefits back from the assets you give to Holton-Arms — and thus make a larger gift.

Make a contribution to a pooled income fund. Create a life-income plan like a charitable gift annuity or a charitable remainder annuity trust or charitable remainder unitrust.

Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

Receive a larger deduction and a higher income rate than an immediate payment annuity.

Create a long-term gift that won't draw funds from your estate.

Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

Increase your ability to make a significant gift to Holton-Arms.

Reduce gift and estate taxes and leave more of your assets to your heirs.

Create a charitable lead trust to pay income to Holton-Arms for a fixed time, then pay the remainder to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Tap one of the most valuable assets in your portfolio to make a gift to Holton-Arms.

Use real estate to make your gift to Holton-Arms.

Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle.


To determine what type of planned gift might best suit your goals, assets and age, click here.



The material presented on this Planned Giving website is not offered as legal or tax advice.
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Holton-Arms School    College Preparatory School for Girls Grades 3-12
7303 River Road      Bethesda, MD 20817     301 365 5300     CONTACT US | SITE MAP | EMPLOYMENT
Inveniam viam aut faciam • I will find a way or make one
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