Planned Giving

Stevenson School recognizes those individuals who have notified the school that they have remembered Stevenson in their will or real estate plans by including them in the “Samuel F. B. Morse Society” named for Samuel F. B. Morse, one of Stevenson’s earliest and most generous benefactors.

Planned gifts include gifts through wills, living trusts, charitable trusts, charitable gift annuities, retirement plans or other estate planning arrangements.

Planned giving is a technique that helps you maximize the personal benefits of your charitable giving, and allows you to make gifts you might have thought impossible. How? This can be accomplished through advantageous tax treatment under both state and federal law. Planned giving is merely a way to make a gift and also enjoy the benefits of these laws.

With careful planning, it is possible to reduce or eliminate income taxes (including capital gain) and transfer taxes (including gift, estate, inheritance, and generation-skipping.) You can enjoy these tax savings while turning appreciated assets into an income for yourself or others. Planned giving is a tool that helps you achieve your goals for Stevenson and enhances your financial plans and security.

Please contact Jeff Clark if you are interested in more detailed information at 831-625-8347 or jclark@stevensonschool.org.