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OPPORTUNITIES
FOR GIVING A Life Income Gift The Robert Louis Stevenson encourages benefactors to name the school as the beneficiary of Individual or Joint Gift Annuities or Charitable Remainder Trusts as part of one's estate planning. These gifts provide certain tax incentives as well as ensuring that the future of Stevenson will be secure. 1. Charitable Gift Annuity: You transfer money or property irrevocably to a fiduciary agent in exchange for the promise to pay you a fixed sum for life. Benefits include a current income tax deduction, an income tax exclusion for a portion of the annuity payments, and, if the contribution is in the form of appreciated stock, avoidance of the capital gains tax. 2. Charitable Remainder Trust: You transfer larger sums of money or valued property irrevocably to a fiduciary agent in exchange for the promise to pay you a variable income, usually for life. Benefits include a current income tax deduction, an income tax exclusion for a portion of the annuity payments, and, if the contribution is in the form of appreciated stock, avoidance of the capital gains tax. Scholarship Support Gifts to the scholarship/reserve fund provided monies to assist deserving students offset the financial burden of tuition, or to a revolving fund that assists students meet tuition responsibilities while awaiting reimbursement from local Boards of Education. A gift may be made to the general scholarship/reserve fund, the revolving fund, or arrangements may be made for a named scholarship ($10,000 minimum). For qualifications and further information, please contact the Office of Development A Bequest An outright bequest may be made to the Robert Louis Stevenson School, or the residual interest assigned, or the Stevenson School may be designated a contingent beneficiary. The bequest may be designated for unrestricted use or for a special purpose. Please contact the Office of Development for sample wording and agreements.
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