Planned gifts are gifts that allow individuals to provide for the school
through a trust, annuity, insurance policy, or bequest. Certain planned
gifts such as a life income trust can provide financial advantages
during one’s lifetime. This is an excellent way to help secure the
future of Newton and to also achieve personal financial goals.
There are as many different ways to support Newton as there are needs for your support:
Charitable Remainder Trusts – This type of trust guarantees a
gift to Newton in the future. In return, you receive both an annual
income from the assets you use to fund the trust and an immediate tax
Charitable Lead Trusts – With this trust structure, the school
receives an annual income stream from the trust assets for a period of
time, then the remainder goes to your heirs.
Gift Annuities – A charitable gift annuity enables you to
transfer cash or marketable securities to the school in exchange for a
current income tax deduction and our promise to make fixed annual
payments to you for life. Annuity payments can begin immediately or can
be deferred to some future date. There are minimum age and investment
requirements for these annuities.
The Founders Society – In 1993 Newton Country
Day School established the Founders Society to recognize those who
remember the school in their estate plans. Bequests serve dual purposes.
A designation of specific dollar amount or percentage of an estate
allows the donor an opportunity to make a significant charitable gift
and reduce the burden of an estate tax. Bequests to Newton help provide
for Sacred Heart students for years to come. Bequests can also be used
to establish named funds in memory or in honor of loved ones, or to
support a specific program that is most meaningful to you.
With planned gifts, individual circumstances and all tax and estate
planning will vary, please consult your attorney or estate specialist.
We will be glad to answer questions and offer suggestions confidentially
based on your personal circumstances. If you have any questions about
Planned Giving at Newton or have already included Newton in your estate
plans, please contact For more information about Planned Giving, please contact Elena Loukas
, Director of Development at (617) 244-4246 x4733.