Planned Giving

A planned gift is one way of giving back to the school in the future, while realizing financial benefits today. There are a number of options for planned giving.

Bequests are charitable gifts made through wills. By making a donation of cash, securities, or property in this way, the estate also benefits from a tax credit.

Charitable Gift of Securities provide an opportunity for the donor to realize significant tax savings. Following the elimination of capital gains on donations of publicly traded securities in 2006, a gift of securities is now the most tax efficient way to make a charitable donation and a great way for donors to make a greater impact with their gift.

Gifts of Insurance (Legacy) offer a number of possibilities. A life insurance policy may be contributed to Matthews Hall:

• Transferring ownership of an existing policy to Matthews Hall,
• Naming Matthews Hall as beneficiary of an existing policy, or
• Purchasing a new policy naming Matthews Hall as owner and beneficiary.

If you wish to donate in the following ways, please contact the Director of Advancement.