The Planned Giving Campaign
Strengthening Caedmon for Posterity

…by continually facilitating long-term gifts to Caedmon.

Philanthropic donations are often made for reasons that have as much to do with the donor as with the institution receiving the gift. Planned Giving refers to our constant efforts to encourage and facilitate such donations to Caedmon. Below are but a few of the ways you can make a donation to Caedmon, while reaping substantial benefits for yourself or your family.

Cash Gifts and Pledges
…are income tax deductible for the year in which payments are made.

Securities
…are deductible for the year they are given, and at their market value on the day of transfer.

Appreciated Properties
…can be given outright to avoid capital gains tax and are deductible up to 30% of adjusted gross income, with the excess value deductible over five years.

Closely Held Stocks
…allow a deduction equal to the fair market value of the stock, and may reduce liability from accumulated earnings tax.

Properties That Have Lost Value
…can be sold and the cash gain contributed to Caedmon, thereby allowing a deduction for both the loss and the charitable gift.

Life Insurance Policies
…may be surrendered for cash value and given to Caedmon, earning a deduction for that value.
…may also name Caedmon as beneficiary, in which case both the value of the donor’s investment and gifts to cover premiums are deductible as contributions.

Charitable Lead Trusts
…provide income to Caedmon for a designated period of time, then are returned to the donor
…may reduce estate and gift taxes.

Bequests
…can be made through a donor’s will, trust, or retirement plan.
…may be a specified amount, or a percentage of an estate.
…can provide income to donor, family, or friends, for life or for a period of years.
…may consist of a residual portion of an estate after payment to other beneficiaries, or be contingent upon other beneficiaries dying before the donor.


Contact the school’s development office to discuss these and other ways that you might include Caedmon in your long-term financial planning.

Gregory A. Minahan, Director of Development
212-879-2296 ext. 310
minahan@caedmonschool.org