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 Patrick Mahany, Associate Director of Advancement
for Major & Planned Gifts, +44 (0)20 7449 1328,
patrick_mahany@asl.org, or consult your financial planner, attorney or
accountant regarding the form, structure and documentation of your gift or
bequest.
