Planned Giving offers you the opportunity to support Carrollton City Schools by leaving a gift to education through an endowed fund or including the foundation in your estate plan. By creating a gift in this way, you are leaving a lasting legacy for students and the community, allowing the foundation to honor your support today, tomorrow and in the future. Several ways in which planned giving can be accomplished include:
Appreciated Stock
Gifting appreciated stock is a great way to support the foundation while enjoying increased tax advantages. Gifting appreciated stock is one of the most effective means of tax savings available.
Endowments
An endowment is a fund that provides an annual income or a tailored stream of payments to support programs, projects, or initiatives of particular interest to you and your family.
Bequests
A bequest in your will or trust agreement commits a specific dollar amount, a percentage of your estate or the residue of your estate to a charitable purpose such as public education. It’s never too early to establish a bequest as your lasting legacy.
Gift of Life Insurance
With a gift of life insurance, you can create a large endowment even if you don’t currently have the funds to do so. You can either name the foundation as the beneficiary of the policy or use the policy to replace the amount of another donation.