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Planned Giving

The Legacy Society

The Legacy Society at Lauralton Hall is comprised of individuals who have invested in Lauralton Hall’s future in a very meaningful and personal way through their estate plans. In addition to the benefits of eliminating or reducing taxes, providing for family security, or receiving a guaranteed lifetime annual income stream, a planned gift provides joy—to the donor, to Lauralton Hall, to today’s students, to tomorrow’s students.

A planned gift plays an important role in strengthening the school and will endure for future generations of Lauralton students. There are many planned giving opportunities available. For additional information on planned giving opportunities, select the links below:

Bequest
Real Estate
Life Insurance
Qualified Retirement Plans
Life Income Gift

Bequest

This is a gift that is included in your will or living trust. You may make a charitable contribution of a specific amount, a percentage of your estate, or all or part of what remains after all others have been remembered.

Real Estate

Gifts of personal property related to our mission or gifts of real estate can result in significant charitable or income tax deductions. In the case of a gift of real estate, the donor might realize a significant reduction or elimination of capital gains tax.

Life Insurance

Gifts of life insurance can be made through transfer of ownership or beneficiary designation. The donor is responsible for maintaining the value claimed for the donation.

Qualified Retirement Plan

As much as 80% of the remaining principal value of a tax-deferred retirement plan [IRA, 401(k), 403(b), Keogh, etc.] can be taken in taxes from a named beneficiary. Selecting Lauralton Hall as the beneficiary of a Qualified Retirement Plan allows the donor to leave other, lower-taxed assets to family members.

Life Income Gift

This can be an important way to give you and an organization income for life, provide unique tax benefits, and benefit Lauralton Hall. You can give now, enjoy immediate tax and other financial benefits, and retain fixed or variable payments for the remainder of your life and provide for your retirement. Examples of Life Income gifts include:

  • Charitable Gift Annuities
  • Charitable Remainder Trust
  • Charitable Lead Trust

Contact

The Development Office at Lauralton Hall is pleased to assist donors and their financial counsel with their estate plans. For more information, please direct confidential inquiries to:

Lisa Hottin
Executive Director of Development
lhottin@lauraltonhall.org
203.877.2786, ext. 129

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203.877.2786
200 High Street, Milford, CT 06460  f.203.876.9760

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