AboutHigh SchoolMiddle SchoolLower SchoolPreschool  
Home

Office of Advancement

 
 

 

Planned Giving

 

Wills and Living Trusts

Endowment Fund

Life Insurance

Gift Annuity (Income for Life)

Charitable Gift Annuity

Charitable Remainder Trust

 

Gift Annuity (Income for Life)

A Gift Annuity is a contract between the donor and The Providence School.  In exchange for a gift to The Providence School, the school agrees to pay a fixed annual payment for your life and/or the life of a second beneficiary.

The annuity is a percentage of the gift and is based upon the donor's age. A portion of each annuity payment is a tax-free return of the principal. A gift annuity can be funded with cash or securities.

The tax advantages are a benefit to the donor by way of current deductions, tax free income and capital gains.

Please consult a licensed professional on the implications of gifting strategies in your estate. The information provided above is for informational purposes only and is not intended to be legal advice.

 

 
 
 

About :: High School :: Middle School :: Lower School :: Preschool :: Admissions :: Athletics