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Goals & Benefits

There are many ways to make a gift to Roxbury Latin 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 an important impact to Roxbury Latin that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind.

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

A great way to provide resources that help Roxbury Latin 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 Roxbury Latin 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 Roxbury Latin — and thus multiply your gift.

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 Roxbury Latin.

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

Create a charitable lead trust to pay income to Roxbury Latin 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 into one of your most valuable assets to make a gift to Roxbury Latin.

Use real estate to make your gift to Roxbury Latin.

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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