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Giving > Planned Giving

Planned Giving


A planned gift is any major gift, made during the lifetime or at death as part of a donor's overall financial and/or estate planning. Planned giving enables donors who wish to make a gift to Carrollton larger than would otherwise be possible from their discretionary income. The gift can be made to the school in three ways:

■ An outright gift that is comprised of appreciated assets (i.e. stocks)

■ A gift planned to provide a life-long income to the donor (i.e. annuities)

■ A gift structured to use estate and tax planning techniques in ways that maximize the gift and/or minimize its impact on the donor's estate upon her or his passing.

Whether a donor uses cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, or a retirement plan, the benefits of funding a planned gift can make this type of charitable giving beneficial to both donor and Carrollton.

What are the tax benefits of planned gifts?

■ Donors can contribute appreciated property, like securities or real estate, receive a charitable deduction for the full market value of the asset, and pay no capital gains tax on the transfer.

■ Donors who establish a life-income gift receive a tax deduction for the full, fair market value of the assets contributed, minus the present value of the income interest retained; if they fund their gift with appreciated property they pay no upfront capital gains tax on the transfer.

■ Gifts payable to charity upon the donor's death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, do not generate a lifetime income tax deduction for the donor, but they are exempt from estate tax.



MATER ADMIRABILIS
SOCIETY

The Mater Admirabilis Society was created to recognize those individuals who by including Carrollton in their estate plans, are giving back to the school for the benefit of future generations. 


INTERESTED IN PLANNED GIVING?

If you are interested in learning more about the Mater Admirabilis Society and how you can make a gift to Carrollton that will last a lifetime, please submit an information request form.

Planned Giving Information Request Form

“The way to do much in a short time is to love much. People will do great things if they are stirred with enthusiasm and love."

Janet Erskine Stuart, RSCJ
1857-1914

Carrollton School of the Sacred Heart     3747 Main Highway     Miami, Florida 33133     Phone: 3054465673     Contact us

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