There are only two lasting bequests we can give our children; one is roots, the other is wings. Peace lies in knowing we have done both.
Just as planning for retirement through saving is an important strategy for living financially independent, planned giving strategies allow you to benefit your children and charities in financially smart ways.
Menu of Charitable Planned Gifts
- Cash and/or Stock
- Real Estate
- Tangible Personal Property
- Deferred Gifts
- Testamentary Gift
- Charitable Gift Annuity
- Charitable Remainder Trust
- Life Insurance
- Life Estate Agreements
- Charitable Lead Trusts
- Testamentary Trusts
Deferred Gifts are an excellent way for you to receive significant benefits while you’re living AND leave a legacy for the benefit of future generations, AND minimize tax obligations.
The way of giving is a personal decision and must be right for the donor and their family. Eastern Mennonite School has relationships with trusted attorneys, MMA Financial Advisors, The Mennonite Foundation and The Community Foundation of Harrisonburg. Eastern Mennonite School is ready to assist you in creating a plan that leaves a legacy for others in ways that honor you, your family and God.
If you are interested in more information about planned giving, please contact Paul Leaman, Head of School, at (540) 236-6012.