The values you have held dear throughout your lifetime can continue.
We urge you to discuss your wishes with a financial adviser and lawyer.
What is Planned Giving?
Making a planned gift to The Lexington School for the Deaf is easy–and it begins with a plan. You can maximize your charitable gift while providing advantages to you and your heirs. It starts with choosing a plan that best fits your vision and financial circumstances.
You can leave a lasting legacy of support to Lexington by making a charitable bequest in your will. A lawyer knowledgeable in estate law can assist you in preparing a will that includes Lexington as a beneficiary. Please remember The Lexington School for the Deaf when making or changing your will.
Charitable Remainder Trust
You may also wish to set up a charitable remainder trust that will ultimately benefit Lexington. You donate property to the trust and the income from the trust is allocated to you and your beneficiaries for life or a specified term. The amount remaining in the trust is then donated to the charity. Please see your financial adviser for more information.
Steps to Planned Giving
- Make a list of your assets.
- Talk with family members about your intentions.
- Meet with your financial adviser to develop a plan.
- Meet with your lawyer to draw up a Will and other legal documents.
- Review your Will and beneficiary designations on a regular basis.
- Complete a Health Care Proxy, Durable Power of Attorney and Living Will.