Planned giving
The Bruce House Society honors those who have included the American School in London in their long-term plans through a bequest provision, a life-income gift, or another deferred giving arrangement. The Bruce House Society celebrates the tradition of generosity at ASL and promotes a connection from one generation of ASLers to the next.
A planned gift may help you meet important financial planning objectives. For example, through a planned gift, you could:
- Reduce taxes, including income, capital gains, gift and estate taxes.
- Transfer assets to children or grandchildren who will receive your financial support estate-tax free and on a timetable you predetermine.
- Augment income at retirement by establishing a trust that can reinvest your assets in vehicles that increase the return, without incurring a capital gains tax on the sale and reinvestment.
- Turn non-income producing assets into cash for reinvestment in order to provide a new stream of income for you or someone you designate.
If you have already included ASL through a bequest or other planned gift, please let us know as this helps the School plan for the future. We acknowledge and respect those who wish to remain anonymous, but we urge you to let us know of your plans on a confidential basis.
How to join the Bruce House Society
Gifts that qualify the donor for membership in the Bruce House Society and offer significant tax benefits to US taxpayers are:
- Bequests of cash, securities or real property
- Qualified retirement plan benefits
- Remainder interest in a personal residence or farm
- Charitable trusts created in lifetime or by will
- Providing for a charitable lead or a charitable remainder trust
- Life insurance proceeds
If you have not yet included the School in your plans and would like to explore the best options for you and your family, please do not hesitate to contact Sandy Mateus, Associate Director of Advancement for Major & Planned Gifts, +44 (0)20 7449 1409, sandy_mateus@asl.org, or consult your financial planner, attorney or accountant regarding the form, structure and documentation of your gift or bequest.
