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Planned Giving

Plan-a-Gift®

Welcome to Plan-a-Gift®, our unique interactive gift planning service. Just answer the three questions below and Plan-a-Gift® will recommend the best gift plan or plans to meet your individual needs and help Brooks School at the same time!

Type of asset: What type of asset do you want to contribute?

Cash or securities

Retirement account (IRA, 401k, 403b)

Life insurance

Real estate

Business interest (closely-held stock, partnership interest)

Gift range: What gift range are you considering?

$5,000 - $99,999   

$100,000+

Your goal: What do you want to accomplish with your gift?

An Outright Gift that provides an immediate tax deduction to me and immediate benefit to Brooks School.

A Gift in My Will or Trust that will cost me little or nothing now, but benefits Brooks School later.

A Life-Income Gift that provides an immediate tax deduction and a stream of income to me, my spouse or others now, and leaves the principal to Brooks School later.

Important - Age range of beneficiaries:

21 - 54   

55 - 69  

70+  

A Wealth Transfer Gift that provides a stream of income to Brooks School now, and leaves the principal tax-free to my heirs later.

Read about your gift. 





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