Planned Giving, whether through wills, trusts, or annuity payments, all with tax advantages, can be used by alumni, parents, and friends of the School to enhance their philanthropic options.
BEQUESTS
A bequest is a gift made through a provision in a donor’s will or “living” trust and is a simple low-cost way to make a planned gift to the Miller School of Albemarle. To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online and can be completed in 20 minutes.
RETIREMENT ASSET BENEFICIARIES
Making a planned gift to Miller School of Albemarle from a traditional IRA or a 401(k), or 403(b)retirement plan is simple. Naming Miller School of Albemarle as the beneficiary merely requires a beneficiary designation form. There is no need to amend your will or trust. Use our online tool to make your plans and designate us as a beneficiary of one or more of these assets.
OUTSIDE BEQUESTS
Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.
NON-CASH (CRYPTOCURRENCY) GIVING
We now accept donations of Ethereum, Bitcoin, and other cryptocurrencies! This gives us one more way to fund our work and can provide you with extra tax benefits. Use this online Give Cryptocurrency tool from FreeWill to make your donation today.
STOCKS
Donating stocks allows you to avoid capital gains tax and often take a charitable deduction for the full value of the asset. Use this online stock tool from FreeWill to donate stocks, so we can track your gift, send you the correct receipt, and you can get the tax savings you deserve.
IRA
If you are 70.5 or older, giving from your IRA can help reduce your taxable income — and for those over 73 who must take a Required Minimum Distribution (RMD), an IRA gift is a simple way to fulfill it! Use this tool to give from your IRA, you can auto-complete your paperwork and we can track your gift to send you the proper tax receipts.
DONOR-ADVISED FUNDS
Donor-Advised Funds (DAFs) are investment accounts for the sole purpose of supporting charitable organizations today. Use this secure DAF link to: Automatically link with your DAF. It allows you to recommend how you’d like your gift to be used and notifies Miller School of your intentions.