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Goals & Benefits

There are many ways to make a gift to The Potomac 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 Potomac’s 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 Potomac 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 Potomac 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 Potomac — 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 Potomac.

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

Create a charitable lead trust to pay income to Potomac 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.




The material presented on this Planned Giving website is not offered as legal or tax advice.
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Contact Information

Jinene Christian
Associate Director of Development
703-749-6326
jchristian@potomacschool.org

 

"Potomac provides so many amazing opportunities for kids and adults to grow and learn, and I am happy for any small part I can play in helping kids take advantage of the special gift that is Potomac"
— Sharyn Stein, Potomac Teacher and Coach