Continue Your Legacy

Planned Giving allows you to support Bertschi School through deferred gifts—annuities, trusts, insurance, and bequests. To honor generous alumni, parents, and friends who have made a planned gift, we established the Bertschi Legacy Circle. All who provide for the future financial security of the school with planned gifts are eligible to become members.

Donor Profile: Helen Graham

“It is a small way of saying thank you and of continuing the tradition of generosity that we were grateful to be a part of.”

- Helen Graham

Planned Giving

You can help shape Bertschi’s celebrated academic programs, support our outstanding teachers, and enable talented and motivated students to attend Bertschi School in years to come.

What is Planned Giving?

Planned giving (sometimes called “gift planning”) can enable donors to make larger gifts than they could make from their income. Some planned gifts provide life-long income to the individual or family, while others use estate and tax planning strategies to benefit both the school and the donor.

A planned gift can maximize the contribution to the school and/or minimize its impact on the individual’s estate. Planned gifts differ from contributions to the annual fund, which usually are funded by discretionary income; annual donations are not strategically planned with an eye toward one’s overall financial worth.

Why make a Planned Gift?

  • Donors can contribute appreciated property, like securities or real estate, receive a charitable deduction for the full market value of the asset, and pay no capital gains tax on the transfer.
  • Donors who establish a life-income gift receive a tax deduction for the full, fair market value of the assets contributed, minus the present value of the income interest retained; if they fund their gift with appreciated property they pay no upfront capital gains tax on the transfer.
  • Gifts payable to the school upon the donor’s death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, are exempt from estate tax.

What is the most common Planned Gift?

Bequest through a will, which specifies how a donor’s property will be distributed after his or her death, is the most common type of planned gift. A bequest can indicate a specific dollar amount or asset (such as tangible property), or it can assign a certain percentage of the donor’s estate to the school. Schools are often informed of a donor’s intention to name the institution in their estate plans many years in advance of receiving the gift.

It is often helpful and advisable for an individual considering a planned gift to consult with the school, particularly with regard to the intended use of the funds. Bequests designated for general purposes give the school greatest flexibility and reduce the likelihood that a donor’s wishes might not align with the school’s priorities. Bequests are critical to growing a school’s endowment, which provides recurring annual revenue and thus great financial stability during times of economic uncertainty.

Is it tax deductible?

Donors should consult with their tax advisor regarding current charitable giving regulations and tax benefits applicable to their financial situation.