A junior boarding and day school for boys in grades six, seven, eight, and nine
Planned Giving

Compare & Choose Gift Plans

Gifts Anyone Can Afford

Gifts by Will or Living Trust
Give to Eaglebrook School without affecting your cash flow during your lifetime.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to Eaglebrook than to your heirs.

Gifts of Appreciated Securities
After making a gift of appreciated securities to Eaglebrook, the IRS will allow you one of its most significant tax breaks.

Gifts of Life Insurance
Create a significant endowment for Eaglebrook without dipping into your capital assets.

Gifts of Real Estate
Make a substantial gift to Eaglebrook through a transfer of residential, commercial or undeveloped real estate.

 

Gifts That Pay You Income

Charitable Gift Annuity
Receive a fixed payout and significant tax benefits.

Deferred Gift Annuity
Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors).

Pooled Income Fund
We offer a life-income gift that works like a charitable mutual fund. You can give Eaglebrook cash or securities, receive an income tax deduction and avoid capital gains tax on the transfer, secure lifetime income, and deliver significant support
to us.

Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation.

Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Gifts that Protect Your Assets

Charitable Bargain Sales
This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.

Retained Life Estate
You can donate your home to Eaglebrook and continue to live there rent-free.

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.