Making a planned gift to RHSM offers you
a flexible and easy way to combine “giving to the
school” with personal/family financial planning.
While each planned gift is different in nature and structure,
these gifts can provide significant financial or tax
benefits to the donor. Ultimately, planned giving is
about planning for the future: yours, your children’s,
your grandchildren’s, and the school’s.
This site is not intended to serve as tax or legal
advice. Before making any gift of this sort to RHSM,
we encourage you to consult with your attorney or qualified
financial advisor.
PLANNED GIFT OPTIONS
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BEQUESTS
Bequests are provisions in your will or revocable living trusts that specify
and/or designate how your assets will be distributed after your lifetime. Charitable
bequests can eliminate or reduce federal estate tax and are one of the most
flexible ways of giving – you have the option of changing your mind at
any time. Alumni, former parents and grandparents may find this method the
easiest way of “giving back” to RHSM. Could there be a more lasting
way to make a difference?
Learn How to
Name RHSM in Your Will.
APPRECIATED SECURITIES
Gifts of long-term appreciated stock or mutual funds
are a quick, easy, and tax-efficient way to make a lasting
contribution to RHSM.
There are numerous benefits associated with gifts of
securities:
- Take an income tax deduction of up to 30 percent
of your adjusted gross income with any excess being
carried forward for up to 5 years.
- Avoid capital gain taxes that would have been incurred
if you had sold the security.
- Leave a lasting gift that will benefit future generations
of students yet to come.
- In order to secure the benefits, you must have owned
the securities for more than one year.
Learn How to Make a Gift of Securities
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OTHER PLANNED GIFT OPTIONS :
- Name RHSM as a beneficiary of your retirement plan,
insurance plan or other financial account.
- Establish a Life Income Gift
- Establish one of numerous types of Charitable Trusts
with RHSM as the beneficiary
- Offer a Retained Life Estate
We encourage you to discuss these options and their
tax benefits with your attorney and/or qualified financial
advisor. If you would like more information on how you
can support RHSM with a planned gift, please contact: Libby
Ellis, Director of Development,
801-924-2984 or libbyellis@rhsm.org.
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