Other Ways to Give

There are a many opportunities to make a charitable gift to Cedarwood Waldorf School.

Bequests

The simplest form of planned giving is through a bequest in your will. Bequests are exempt from estate taxation and allow for a much larger gift to be made than might be possible during your lifetime. A bequest can be property, a fixed dollar amount, a percentage of your estate, or the remainder after other recipients are named. Bequests can be made when creating a new will or adding to an existing will.

Charitable gift annuity

Gift annuities are simple. You support Cedarwood Waldorf School by making a gift of cash, marketable securities or other property. In exchange, Cedarwood guarantees to pay you a fixed income for life based on the suggested annuity rates set forth by the American Council on Gift Annuities. A portion of the income paid to you will be tax-free.

Charitable remainder trust (CRT)

CRTs are trust arrangements established by you to provide lifetime income to you or a beneficiary with Cedarwood Waldorf School as the final trust beneficiary. Due to their significant tax advantages, the IRS regulates CRTs. You may set up a charitable remainder unitrust or annuity trust. Each trust has its own requirements and offers unique financial and tax advantages.

Charitable lead trust (CLT)

CLTs are trust agreements established by you to provide a future gift to a beneficiary at a predetermined time. You place the assets in a trust for a specified period. Earnings go to Cedarwood Waldorf School during the life of the trust. The principal goes to your beneficiaries when the trust terminates. Each trust has its own requirements and offers unique financial and tax advantages.

Other planned gifts

Other options include life income trusts and gifts of life insurance and retirement plan benefits.

How do I set up a planned gift?

When you are ready, please contact Jean McGowan, Cedarwood Waldorf School’s development director and communications coordinator, at 503-245-1477, ext. 14. We would be happy to meet with you.