How do you think about your legacy? Including Value Schools in your estate planning process can ensure you and your family will have a lasting impact on education and the broader Los Angeles community.
The Value Schools Legacy Program offers giving opportunities through a variety of financial, estate, investment and philanthropic planning vehicles. We will partner with you to find customized solutions that integrate your philanthropic and financial planning needs.
The Value Schools Legacy Program is the most impactful way to give, helping to ensure the future impact of Value Schools while at the same time meeting your personal planning objectives.
There is often a misunderstanding that planned giving is complex and mysterious. But it is not so! Value Schools will guide you along the way so that you and your loved ones will easily navigate the plan at every stage. Our planned giving programs allow you to find customized solutions that integrate your philanthropic, financial, tax and estate planning needs. Smart charitable financial planning can improve your own financial situation by increasing your income, reducing or eliminating capital gain tax liability, and providing other tax advantages.
Many giving options are available to you. Our team here at Value Schools is ready to work with you and your professional advisors to establish the appropriate giving structure that suits your financial needs as well as the needs of your family.
You can give to the Value Schools Legacy Program in many ways.
PERSONAL WILL OR ESTATE TRUST: bequest your property or a percentage of your estate.
If you are interested in deferring a gift until your passing, and maintaining control of your assets during your lifetime, this is a powerful way to leave a legacy of care. We can help you work with your attorney to add a gift in your Will or Living Trust detailing your donation to the Value Schools Foundation, or designate us as a beneficiary of a percentage of your estate.
CHARITABLE GIFT ANNUITY (CGA): plan for yourself now and support Value Schools later.
With a CGA, you can supplement your retirement income with steady payments and receive payments that are partially income tax-free. A CGA qualifies you for a potential income tax deduction, ensures you receive fixed payments for life, and the remainder of your gift after your passing supports Value Schools.
CHARITABLE REMAINDER UNITRUST OR CHARITABLE REMAINDER ANNUITY TRUST: support your family now and give to Value Schools later.
With a Charitable Remainder Unitrust or Charitable Remainder Annuity Trust, you can supplement your own retirement income or that of someone you love. Your created trust pays either a variable (unitrust) or fixed (annuity trust) amount each year to you or your loved one for a lifetime or a term up to 20 years. When the term is up, the balance goes to Value Schools.
CHARITABLE LEAD UNITRUST OR CHARITABLE LEAD ANNUITY TRUST: give to Value Schools now and support your family later.
With a Charitable Lead Unitrust or Charitable Lead Annuity Trust, you can provide an immediate revenue stream to Value Schools while ensuring those in your family are taken care of when you pass. Your created trust pays either a variable (unitrust) or fixed (annuity trust) amount each year to Value Schools for the lifetime or term of years. When the term is up, the balance is passed to your heirs.