A Personal Approach to Giving
A gift in your will is a heartfelt way to support the causes and organizations that are close to your heart. It’s an easy way to support our mission in the future without using any of your assets today.
There are two special features that make this a popular type of gift:
- Flexibility. A gift in your will lets you balance your charitable goals with the future needs of your loved ones. Because you aren’t parting with assets today, you don’t have to worry about living expenses and future medical costs should you need the assets during your lifetime. Plus, you can change your mind at any time.
- Versatility. You can give a percentage of your estate to Breck School. Most people can’t predict the exact size of their final estate; therefore, making a gift by using a percentage amount can be a more effective means of dividing it. This allows you to benefit loved ones and Breck School in proportion.
One Sentence Is All It Takes
Including Breck School in your future plans is easy, all it takes is one sentence. Contact Heather Miller-Shiell at firstname.lastname@example.org or 763.381.8343 to request sample language you can use to include us in your will or living trust. If you’ve already made a gift to us in your future plans, let us know so we can ensure your gift is used as you intend.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.