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Support Malvern > Ways to Give > Planned Gifts
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Federal Estate Tax Repealed for 2010. Read More.

Discover the Benefits of Giving Wisely

Bequests

A gift that costs nothing during your lifetime.
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Donor 4

He decided to make a bequest to Malvern because he felt it was important to leave a legacy behind at an institution that shared his value system.
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Did you know there are creative ways to support Malvern Preparatory School? Ways in which Malvern Prep, you and your loved ones all benefit at the same time?

Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and Malvern Prep. For example:

  • You can make a gift that costs you nothing during your lifetime through a will or trust.
  • You can give stock and realize larger tax savings by making a gift of appreciated securities.
  • You can get a monthly paycheck for life in return for your gift with a charitable gift annuity.
  • You can donate your house, continue to live there, and get a tax break all at the same time with a retained life estate gift.

Where to Begin?



The material presented on this website is not offered as legal or tax advice.
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