Planned Giving

Planned gifts are strategic charitable investments that can provide you with important tax benefits now and in the future. Your planned gift also gives you the satisfaction of supporting the excellent education offered at Carolina Day School.

Planned giving options are summarized below. To learn more about a type of planned gift, click on the appropriate heading below.

• Gifts of Appreciated Holdings

  These are non-cash gifts such as stocks, bonds, and property (real estate and personal property such as artwork). They provide charitable deductions and often offer additional tax savings to donors.
  

• Charitable Bequests

  Donors who include Carolina Day School in their will and other estate plans know that their generosity will support the mission of Carolina Day School for years to come.
  

• Life-Income Gifts

  Life-income gifts are gift annuities and charitable remainder trusts. These gifts provide donors with an income stream, significant tax savings, and the satisfaction of supplying Carolina Day School with vital long-term philanthropic resources.
  

• Charitable Lead Trusts

  Donors often incorporate charitable lead trusts into long-term plans to transfer wealth to children or grandchildren. A charitable lead trust provides important current support to Carolina Day School and also helps donors greatly reduce their estate and gift taxes when wealth is passed on to heirs.
  

The Bell Ringers' Society recognizes individuals who support Carolina Day School through planned gifts such as life insurance, irrevocable trusts, and bequests. Planned gifts greatly enhance the School's endowment and assure a strong financial future for Carolina Day School. We salute these members of the Bell Ringers' Society who help to ensure educational excellence for generations to come.

We can provide you and/or your professional advisor with detailed information on the planned giving options which can most effectively meet your financial needs. For a confidential discussion, without obligation, please call John Pfaff at 828-274-0757 or e-mail him at jpfaff@cdschool.org .