Through planned giving, donors are able to support Blue Oak School while enjoying significant estate and income tax benefits.
Planned giving gifts include bequests, trusts, life insurance and retirement savings.
Bequests
Bequests may specify Blue Oak School as a beneficiary of gifts of cash, personal property, stocks, bonds or any other assets through the provision of a Will. Including a bequest to Blue Oak School during your lifetime is a wonderful opportunity to make a gift that costs you nothing during your lifetime. You can make a bequest by having your attorney add a simple provision designating Blue Oak School as a beneficiary of your Will and Living Trust.
Trusts
Charitable Remainder Trusts and Charitable Lead Trusts allow a donor to avoid capital gains taxes and often provide other benefits such as lifetime income.
Life Insurance
Blue Oak School may be named the beneficiary of an existing or new life insurance policy. Another option is to transfer ownership of an existing policy to the School.
Retirement Savings
Blue Oak School may be named as a beneficiary of retirement savings.
We encourage you to contact your attorney or financial advisor to make planned giving arrangements. Please let us know of your planned gift or bequest to Blue Oak School so we may recognize your generosity.
Thank you for your interest in supporting Blue Oak School.