Planned Giving Options

Discover the Benefits of Creative Giving

• Did you know that you can donate your house to Wakefield School, take a deduction, then live there for the rest of your life?
• Did you know that using appreciated securities to make your gift delivers more tax benefits to you than using cash?
• Did you know that you can turn surplus life insurance coverage into a gift for Wakefield, or use a new policy to create an endowment from your income rather than principal?
• Did you know that you can partner with us to deliver years of income to Wakefield and increase your estate for your children?

Wakefield School is proud to announce Creative Giving, our interactive gift planning website. We offer this site as a service to educate alumni, friends and parents about the many benefits of planning a charitable gift to us thoughtfully. Through planning, you can take advantage of tax incentives still offered by Uncle Sam. For example, your gift can increase your income, while avoiding some or all capital gains liability and providing you a robust income tax deduction.

Visit the site to learn how a gift like this could work for you – and how other gift plans can increase your children’s share of your estate, give you cash for a move to a retirement facility, or secure a donation to Wakefield that costs you nothing during your lifetime. We hope you use this website as a resource as you manage your assets, develop your estate plan, and consider the role you want to play in building the future of Wakefield.