Planned Giving

PLANNED GIVING

Make a Difference for Generations with a Planned Gift

The support of thoughtful Rosarian Academy alumni, parents, grandparents and friends, who remember Rosarian with bequests and life income gifts, has been and will continue to be a significant factor in preserving the Rosarian experience for future generations of students.

Bequests, life insurance, charitable gift annuities and charitable trusts are all examples of planned gifts. A planned gift may allow you to make a larger donation to Rosarian Academy than you thought possible, and it gives you the the opportunity to enjoy these potential results:

  • Increased income
  • Reduced income taxes
  • Reduced or eliminated capital gains taxes
  • Reduced or eliminated estate taxes

Did you know that:

  • You don’t have to use cash to make a planned gift. You can donate appreciated securities and use an asset that costs less than the tax deduction you’ll get for it today.
  • You may be holding assets that would benefit Rosarian more than they do you, such as a life insurance policy that you no longer need, a parcel of real estate like a second home or undeveloped land, or a collection of books or artwork that you no longer have room to display.
  • You can make a gift that costs you nothing during your lifetime. You can make Rosarian Academy a beneficiary of your will or revocable trust, or a beneficiary of your retirement plan, and leave your cash flow and current financial planning uninterrupted.

To learn more about how you can help Rosarian Academy’s future, please contact the Office of Advancement, at (561) 345-3109 or at [email protected].