Other Planned Giving Options

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Charitable Gift Annuities

A charitable gift annuity is a contract between the school and the donor(s). In return for a gift of cash, securities, or other property, SCDS agrees to pay the donor(s) fixed payments for life or for the life of chosen beneficiaries

Retirement Accounts

Naming Sacramento Country Day School as a primary or contingent beneficiary on a retirement account is an easy way to make a planned gift to the school. A simple beneficiary designation form or online designation is generally all it takes to include the school in your estate plans utilizing one or more of your retirement accounts. 

Real Estate

Real estate such as a residence, vacation home, farm, and land can be donated to SCDS, even while you continue to live in or use the property. By making a gift of property, you would avoid or significantly reduce the amount of income, capital gains, and estate taxes you otherwise would have to pay. At the same time, you would receive a charitable deduction for the full fair market value of the property.

Other Planned Giving Options

You might also consider naming Country Day School as the beneficiary of a life insurance policy, or donating real estate, artwork, or other property to the school.

 

It is important to seek advice from your legal and tax advisors when pursuing any of these plans. The above information is not intended as legal, accounting or other professional advice.  Charitable gifts to Sacramento Country Day School are tax deductible as allowable by law.  Our tax ID number is 94-1597352.