一所初中寄宿和走读学校，招收6、7、8和9年级的男孩
给

计划给

给伊格尔布鲁克

Hundreds of faithful alumni and 父母 have chosen to expand their support for the School through gifts that address their own personal and family needs, 以及伊格布鲁克未来的需求.

有计划的提供信息

我们称之为“计划给因为这是一个互惠互利的过程. 

伊格尔布鲁克计划礼品信息:
法人名称:Allen-Chase Foundation dba Eaglebrook学校
马萨诸塞州迪尔菲尔德松诺克路271号，邮编01342
免税状态- 501 (c)(3)
税务识别号- 04-2108341

保护你财产的礼物

3项清单.

  • 慈善义卖

    它是如何工作的
    You sell your residence or other property to Eaglebrook for a price below the appraised market value—a transaction that is part charitable gift and part sale. Eaglebrook may use the property but usually elects to sell it and use the proceeds of the sale for the gift purposes you specified.

    好处
    You receive an immediate income tax deduction for the discount you took from the appraised market value of your property. 你不用为财产的捐赠部分缴纳资本利得税. 你可以从我们这里一次性付款，也可以分期付款.



  • 慈善先导信托基金

    它是如何工作的
    You contribute securities or other appreciating assets to a 慈善先导信托基金. 信托每年向Eaglebrook支付一段时间. 当信托终止时，剩余的本金将支付给你的继承人.

    好处
    Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. The amount and term of the payments can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs. All appreciation that takes place in the trust goes tax-free to the individuals named in your trust.



  • 保留终身地产

    它是如何工作的
    你将所有权转让给你的住所, 农场, 或者伊格布鲁克学校的度假屋，在那里度过余生. 终身或在指定年限内继续在该物业居住, 并继续负责所有的税收和维护. 当你的终身财产结束时，财产将转移到伊格尔布鲁克.

    好处
    You can give us a significant asset but retain the security of using your property for the rest of your life. You receive an immediate income tax deduction for a portion of the appraised value of your property. You can terminate your life estate at any time and may receive an additional income tax deduction OR you and Eaglebrook may jointly decide to sell the property and prorate the sale proceeds.



任何人都能买得起的礼物

5项清单.

  • 来自意志或信托的礼物

    它是如何工作的 
    在你的遗嘱或信托中包括给伊格尔布鲁克的礼物. 这里是你的意愿的示例语言. 让你的遗赠不受限制或直接用于特定目的. Indicate a specific amount or a percentage of the balance remaining in your estate or trust. 

    好处 
    在你的一生中，你的资产仍在你的控制之下. 你可以修改你的礼物以适应不断变化的环境. You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended). 根据现行税法, 慈善遗赠的遗产税扣减额没有上限

  • 增值证券礼品

    它是如何工作的
    你转让升值的股票, 债券, 或者你持有超过一年的共同基金股票，都可以捐给uedbet老版本. 伊格布鲁克公司出售你的证券并将收益用于我们的项目.

    好处
    You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them). 当股票出售时，你不需要为转让支付资本利得税. 给予升值的股票比给予现金更有益. 你的礼物的“成本”通常比你通过制作它获得的扣除要少.



  • 人寿保险礼品

    它是如何工作的
    你把一份已付人寿保险的所有权转让给伊格布鲁克. 伊格尔布鲁克选择现在兑现保险单或持有保险单. Or name Eaglebrook as beneficiary on a policy using the following information: 法人名称:Allen-Chase Foundation dba Eaglebrook学校 271 Pine Nook Road Deerfield, MA 01342 免税状态- 501 (c)(3) 税务识别号- 04-2108341 Principal Officer – Andrew C. Chase Director of Development - Liz Feeley Eaglebrook Development Office Phone - 413-774-9176

    好处
    用你和你的家人不再需要的资产做一个礼物. 获得相当于保单现金退保价值的所得税减免. You may be able to use the cash value of your policy to fund a gift that delivers income, 比如递延赠予年金.



  • 房地产礼品

    它是如何工作的
    You deed your home, vacation home, undeveloped property, or commercial building to Eaglebrook学校. 你可以继续免费使用该物业, 当你不再需要它的时候，所有权就会转移给我们. Eaglebrook可以使用该财产或将其出售并使用收益.

    好处
    根据房地产的公平市场价值，你可以获得所得税减免. 你不用为这笔转让支付资本利得税. 你可以把礼物的收益捐给伊格布鲁克的一个特定项目.



  • 退休计划的礼物

    它是如何工作的
    Name Eaglebrook as a beneficiary of your IRA, 401(k), or other qualified retirement plan. Pass the balance of your retirement assets to Eaglebrook by contacting your plan administrator. 法人名称:Allen-Chase Foundation dba Eaglebrook学校 271 Pine Nook Road Deerfield, MA 01342 免税状态- 501 (c)(3) 税务识别号- 04-2108341 Principal Officer – Andrew C. Chase Director of Development - Liz Feeley Eaglebrook Development Office Phone - 413-774-9176

    *重要! 告诉伊格布鲁克你的礼物. 您的计划管理人没有义务通知我们. 所以如果你不告诉我们，我们可能不知道.

    好处
    继续定期终身取款. Maintain flexibility to change beneficiaries if your family's needs change during your lifetime. Your heirs avoid the potential double taxation on the assets left in your retirement account.

    70岁半或以上? 通过你的个人退休账户做一份“免税”礼物



给你收入的礼物

5项清单.

  • 慈善捐赠年金

    它是如何工作的
    你把现金或证券转到伊格布鲁克学校. 我们的最低捐赠要求是1万美元. 伊格布鲁克付钱给你, 你和配偶, 或者你说的任何两个受益人, 终身固定付款. Beneficiaries are recommended to be at least 65 years of age at the time of the gift. 当合同结束时，剩余的部分将转交给Eaglebrook.

    好处
    无论市场如何波动，都能终身获得可靠的现金流. 在很多情况下, receive payments at a rate higher than the interest you are currently receiving on investments. 收到你赠予的一部分即时所得税减免. 你的一部分年金是免税的. 你是年轻的捐赠者吗? 考虑递延礼物年金.



  • 递延赠予年金

    它是如何工作的
    你把现金或证券转到伊格布鲁克学校. 从未来某一特定日期开始的, 伊格布鲁克开始付钱给你了, 或者你指定的最多两个养老金领取者, 终身固定年金. Beneficiaries are recommended to be at least 65 to begin receiving payments and must be at least 40 to fund the gift. 当合同结束时，剩余的部分将转交给Eaglebrook.

    好处
    Deferral of payments permits a higher annuity rate and generates a larger charitable deduction. 当你需要额外的现金流时，你可以安排你的年金支付, 比如退休年龄. 无论市场如何波动，付款都是有保证和固定的. 您选择延迟付款的时间越长，您的付款将越高.



  • 汇集收益基金

    它是如何工作的
    您将现金或证券转移至汇集收益基金. 我们建议最初的最低捐赠要求是10,000美元. 基金向你发行单位, 比如共同基金, and pays you (or up to two income beneficiaries you name) the annual income attributable to your units for life. The principal attributed to your units passes to Eaglebrook学校 at the passing of the last income beneficiary.

    好处
    用你的礼物换取你一生的收入. 收到您赠予该基金的部分即时所得税减免. 捐赠的增值资产无需缴纳资本利得税. 收入可以超过你从捐赠的证券中获得的股息.



  • 慈善剩余信托

    它是如何工作的
    你将现金、证券或其他增值财产转移到信托中. 本金可以投资到伊格布鲁克基金会. 信托支付其本金价值的一定百分比, 每年评估一次, 给你或你指定的受益人. When the trust terminates, the remainder passes to Eaglebrook to be used as you have directed.

    好处
    作为你的礼物的回报，你可以获得终身或多年的收入. 您的部分捐款可立即获得所得税减免. 捐赠的增值资产无需预先缴纳资本利得税. You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.



  • 慈善剩余年金信托基金

    它是如何工作的
    你将现金、证券或其他增值财产转移到信托中. 信托每年向您或您指定的受益人支付固定款项. When the trust terminates, the remainder passes to Eaglebrook学校 to be used as you have directed.

    好处
    作为你的礼物的回报，你可以获得终身或多年的收入. 您的部分捐款可立即获得所得税减免. 捐赠的增值资产无需预先缴纳资本利得税. Use the trust to meet needs that are tied to a specific time frame, such as college tuition payments.



约翰H. F. Enteman 65

Through my years in the financial industry I’ve advised many individuals and families how to protect their assets through smart charitable estate planning. In the end, you can give your money to Uncle Sam, or make a gift of your own choosing. My plan allows me to support the people and charitable institutions that are the most important to me, 伊格布鲁克学校就是其中之一.
松诺克路271号|. O. 马萨诸塞州迪尔菲尔德，01342号，7号盒子   |   413-774-7411