Gifts made as part of your overall financial plan, which often benefit you now and The Miami Valley School later, are known as “planned gifts.” Bequests, gifts of insurance and retirement plan funds, and gifts that provide lifetime income can provide significant future resources to The Miami Valley School while providing you with income, tax, and personal benefits. Planned giving also allows you to provide future support for the areas and programs at The Miami Valley School that are of most interest to you, address important family and financial needs, and often allow you to make a larger gift than you might have thought possible.
Planned gifts offer the following benefits:
Provide lifetime income for you and, if you wish, another beneficiary.
Give you a substantial federal income-tax charitable deduction.
Enable you to turn low-yielding assets into a higher income stream.
Reduce or eliminate taxes on capital gains.
Eliminate or reduce federal estate taxes.
Ultimately provide a meaningful gift to The Miami Valley School.
For questions about planning giving contact The Executive Assistant to the Head of School (937)434-4444 to have a confidential conversation with the Head of School about how you can explore bequests or other planned giving opportunities.