Gift planning offers many options. Follow the links below that interest you to explore gift plans that may suit you. Better still, reach out to us and we can explore the options together and answer questions you might have.

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GIFTS BY WILL OR TRUST

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Peddie.

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NAMING US IN YOUR ASSETS

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

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THE IRA GIFT (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to The Peddie School.

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CHARITABLE GIFT ANNUITY

A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.

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DEFERRED CHARITABLE GIFT ANNUITY

A deferred gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.

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RETAINED LIFE ESTATES

Donate your home, farm or a second home to Peddie and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.

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CHARITABLE REMAINDER TRUST

A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to The Peddie School. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.

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CHARITABLE FLIP UNITRUST

A flip unitrust can be an excellent way for you to give an asset that may take time to sell and receive substantial payments for life once the flip unitrust sells your asset. You might also be interested in using a flip unitrust to make a gift now that will supplement your income in the future, such as when you retire.

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CHARITABLE LEAD TRUSTS

With a charitable lead trust, you can make annual gifts to support Peddie and when the term ends, the trust assets are transferred to your heirs at a significantly reduced gift and/or estate tax cost.

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BARGAIN SALE

Receive immediate cash and make a gift to The Peddie School by selling to us a valuable asset, such as real estate, for less than it is worth.

Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Peddie.

Naming Us in Your Assets

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

The IRA Gift (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to The Peddie School.

Charitable Gift Annuity

A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.

Deferred Charitable Gift Annuity

A deferred gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.

Charitable Remainder Trust

A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to The Peddie School. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.

Charitable Flip Unitrust

A flip unitrust can be an excellent way for you to give an asset that may take time to sell and receive substantial payments for life once the flip unitrust sells your asset. You might also be interested in using a flip unitrust to make a gift now that will supplement your income in the future, such as when you retire.

Retained Life Estates

Donate your home, farm or a second home to Peddie and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.

Bargain Sale

Receive immediate cash and make a gift to The Peddie School by selling to us a valuable asset, such as real estate, for less than it is worth.

Charitable Lead Trusts

With a charitable lead trust, you can make annual gifts to support Peddie and when the term ends, the trust assets are transferred to your heirs at a significantly reduced gift and/or estate tax cost.