Thank you for your interest in Alcuin School. We appreciate you taking the time to explore the benefits of gift planning and we value your investment in our future.

There are several types of planned giving. They all have wonderful benefits for the gift donors. Many families have enjoyed increased income and generous tax savings by using various types of planned gifts.

What is Planned Giving?

Estate planning finds ways to make charitable gifts while enjoying financial benefits for yourself. Planned gifts require discussion with your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and either become operable now or as bequests upon your death.

A misconception is that gift planning is only for the "wealthy." The truth is, even people of modest means can make a difference through gift planning.

We urge you to consult with your attorney or financial advisor before determining which planned giving instrument works best for you. For further information, contact Luanne Samuel, Director of Development, by phone: 972-239-1745; or by email: luanne.samuel@alcuinschool.org.

Planned Gifts include:

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  • Bequests and Testamentary Trusts

    Gifts made through your will can be made to Alcuin School through a new document or a codicil to an existing will. You may specify a dollar amount or personal property that you would like to give to Alcuin School, or you may specify a percentage of your total estate. Gifts through bequests can help reduce federal estate tax liability.
  • Charitable Gift Annuity

    A Charitable Gift Annuity is a contract, (not a trust), under which a charity, in return for a transfer of cash, marketable securities or other assets, agrees to pay a fixed amount of money to one or two individuals for their lifetime. The payments are fixed and unchanged for the term of the contract. A portion of the payments are considered to be a partial tax-free return of the donor’s gift.
  • Charitable Remainder Trust

    A Charitable Remainder Trust is a special tax-exempt irrevocable trust arrangement written to comply with federal tax laws and regulations. A donor transfers cash or assets (especially appreciated assets) to the trust and receives income for life or, if they choose, a certain term of years (not to exceed 20). In fact, the income can be paid over the life of the donor, their spouse's life and even their children's and grandchildren's lives.
  • Charitable Lead Trust

    A Charitable Lead Trust is when a donor places property or cash in trust with the income generated dedicated to a charity of their choice for a period of time (usually 12 to 20 years). After the trust term ends, the assets of the trust are either returned to the donor or passed on to their children or other loved ones. If the assets are to be returned to the donor, the donor receives an income tax deduction when the trust is created. If the assets are passed on to heirs, applicable estate or gift taxes on the value of the gift are reduced or completely eliminated. The trust creates an immediate tax deduction in the year the trust is created, and it often enables the donor to pass assets to his or her heirs, usually with beneficial estate tax consequences.
  • Gifts of Cash

    Cash gifts are tax deductible in the year the gift is given. Checks should be made to Alcuin School. In many cases, employers will match the amount you give, thus making it possible to double or triple your gift. You can acquire information on matching gifts from your company personnel office.
  • Gifts of Securities

    You may make a gift of stocks or other marketable securities. If the securities have appreciated greatly, you may find that you can make a larger gift at a lower cost than if the gift were made in cash.
  • Life Insurance

    The School can be a total or partial beneficiary of an existing whole life insurance policy, or a new policy may be taken out for this purpose. Life insurance can also be used to cover charitable gifts made from your estate. Annuities may also be given to the School.
  • Remainder Interest in a Personal Residence or Farm

    You may retain a life interest in your home or farm while deeding the property to the School. Though you may continue to live in or use the property, you may claim a tax deduction at the time the property is transferred.

Contact Us

List of 2 members.

Alcuin School
6144 Churchill Way
Dallas, TX 75230
972-239-1745
972-934-8727 (FAX)
www.alcuinschool.org