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Planned Giving & Gifts of Stock

Planned Giving & Gifts of Stock

Gifts of Stock and other Securities

Gifts of appreciated stocks and bonds can be a great tax-efficient method of supporting the City Garden.

To ensure that your gift is directed properly, please contact:

Christie Huck
CEO/Executive Director

Please provide the following information:
• Anticipated date the shares will be transferred
• Stock name(s)
• Number of shares
• Donor name

Information for transactions:

Depository Trust Company: Edward Jones
Participant Number or DTC: # 0057
For Credit to Account #: XXX
Client Account Name: City Garden Montessori School

Planned Giving

"Society grows great when we plant trees in whose shade we know we shall never sit." Greek proverb

City Garden has initiated a Planned Giving Program for those who want to help secure the long-term future of our school by utilizing gifting strategies that will benefit both the school and themselves. Planned gifts often consist of gifts of assets rather than checks or cash.

A few of the many benefits of Planned Giving

• The donor may gain a charitable tax deduction now – even for future gifts.
• It can help a donor reduce or avoid capital gains tax.
• It can lower estate taxes.
• It can protect and potentially increase the size of one’s estate for one’s heirs• It could increase one’s existing income.
• It continues the generosity one has shown through life.
• Finally, it can help one recognize the dream of making the largest contribution of a lifetime, giving a gift that has major impact on the success of City Garden.

Types of Planned Gifts


A bequest is a gift made through a will or a living trust. A bequest is usually a set dollar amount or a percentage of an estate that goes to a nonprofit after the donor’s death. A bequest can be included in a new will, or added to an existing will or living trust through a simple amendment called a codicil.

Charitable Gift Annuity

A charitable gift annuity is an irrevocable gift arrangement between you and City Garden in which you receive a guaranteed fixed income for life, and/or the life of another beneficiary. Gift annuities can be established with either cash or securities. The guaranteed interest rate is based entirely upon your age and/or the age of an additional beneficiary.

Deferred Gift Annuity

This gift arrangement allows you to defer your annuity income payment for one or more years.  An older donor may establish a deferred gift annuity for a younger beneficiary, but the payments must be deferred until the beneficiary reaches age 60. Donors less than 60 years of age may establish a deferred gift annuity. If the donor is to be the recipient of the income payments, those payments may not begin until age 60.

Life Insurance

You can simply name City Garden as the beneficiary of a policy you already own or you can establish a new policy and name City Garden as the owner and beneficiary. Or, you can donate an existing fully paid life insurance policy to City Garden.

Charitable Remainder Trust

This deferred gift enables you to simultaneously make a generous charitable gift, generate income for yourself or your family, receive a tax deduction and remove taxable assets from your estate. The two types of this trust are the Charitable Remainder Annuity Trust and the Charitable Remainder Unitrust.

Charitable Lead Trust

A Charitable Lead Trust is often described as the opposite of a Charitable Remainder Trust. This gift provides income to City Garden for a number of years or for a lifetime. At the end of the trust’s term, the remaining principal of the trust is returned to your estate to or other beneficiaries.

Retained Life Estate

A retained Life Estate contract is when you make a gift of a personal residence to Ursuline and you retain the right to live in the home for life. Making a gift of property while retaining a life estate provides you with a charitable income tax deduction based on the value of your property, your age and your life expectancy.For more information, contact:

Christie Huck
CEO/Executive Director