gifts by will or trust

Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Taft.

Naming Us in Your Assets

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities, and a variety of financial accounts.

The IRA Gift (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to the Taft School.

Life Income Gifts

Support Taft while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
bargain sale

Gifts of Real Estate

Receive immediate cash and make a gift to the Taft School by selling to us a valuable asset, such as real estate, for less than it is worth.