legacy giving
When you include a gift to the School in your legacy, you are ensuring that the excellence and availability of a Portsmouth Abbey education will continue for generations to come. It is the most powerful way to express - in perpetuity - your commitment to the School and its mission.
The Manor House Society recognizes the generous forward-thinking individuals who partner with Portsmouth Abbey School to make a lasting impact beyond their lifetimes. It honors all individuals who have included the School in their estate plans, made a planned gift, or established an endowed fund.
The Manor House Society recognizes the generous forward-thinking individuals who partner with Portsmouth Abbey School to make a lasting impact beyond their lifetimes. It honors all individuals who have included the School in their estate plans, made a planned gift, or established an endowed fund.
We invite you to make your lasting mark at Portsmouth Abbey School.
We would be honored for you to join in expressing your commitment to Portsmouth Abbey School.
Once you complete your estate plans, please fill out our Letter of Intent to let us know. We would like to thank you for your generosity and include you in the Manor House Society.
These strategic gifts differ from Annual Fund support, which provides a much-needed critical supplement to each year’s operating budget, and thus enriches our current programming.
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Your Gift | when to giveway | way to give | potential tax benefits |
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Charitable Bequest | Through Your Estate | Cash, Appreciated Securities, or Real Estate/ Property | Estate Tax, Capital Gains |
Beneficiary Designation | Through Your Estate | Cash | Estate Tax or Income Tax |
Appreciated Securities | During Your Life or Through Your Estate | Stocks, Bonds or Mutual Funds | Capital Gains |
IRA Qualified Charitable Distribution | During Your Life (70 1/2 and older) | Through your IRA | Income Tax |
Charitable Lead Trust | During Your Life or Through Your Estate | Cash, Appreciated Securities, Real Estate/ Property, or Complex Assets | Income Tax, Capital Gains, or Estate Tax |
Real Estate | During Your Life or Through Your Estate | Real Estate | Capital Gains, Estate Tax, Income Tax |
Personal Property | During Your Life or Through Your Estate | Personal Property | Income Tax, Capital Gains, Estate Tax |
resources |
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For any and all questions about legacy gifts, please give us a call and we will gladly assist 401-643-1281.