Planned giving enables donors to take advantage of the tax, financial, and estate planning benefits of their philanthropy and helps ensure that The Winston School San Antonio serves students for years to come. Planned gifts can include bequests, charitable trusts, or gifts of life insurance. The Eagle and Star Society honors friends of Winston who make a deferred gift.
Bequests can take a number of forms including a specific dollar amount or a portion of what remains of an estate after obligations to others are fulfilled. Friends who bequeath a gift to Winston will receive an estate tax charitable contribution.
Sample language for your will is included below:
I give, devise, and bequeath to The Winston School San Antonio, located at 8565 Ewing Halsell Drive, San Antonio, Texas, the sum of $____ (or, ____ percent of my estate, or, ____ percent of the residue of my estate) to be used for such purposes as the Board of Trustees determines at the time this bequest becomes effective.
Ownership of an individual life insurance policy which is no longer needed to protect family members or a business may be transferred to Winston with The Winston School San Antonio named as beneficiary. A gift of life insurance enables the donor to receive income and estate tax benefits.
For more information on planned gifts, please contact our Advancement Office at (210) 615-7485 or firstname.lastname@example.org.