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Bequests
Charitable Remainder Trusts
- Immediate tax deduction
- Variable or fixed payments
- Partially tax free for period
of time
- Reduce capital gains tax
Charitable Lead Trust
- Provides fixed payments to school for a period of years
- Income
tax deduction or estate and gift tax savings
- Principal
reverts to donor at end of period
- May reduce transfer
tax on gifts to heirs
Appreciated Stock Donations
If you have stock that was purchased years ago
and has appreciated significantly in value, donating the
stock to Kieve-Wavus is a great way to help us out and for
you to avoid capital gains. Kieve-Wavus has the forms and
process to implement this stock transfer. Contact your financial
advisor and/or Russ Williams at K-W by email
or telephone:
(207) 563-5172.
Click here to download the stock
transfer instructions from Kieve-Wavus Education, Inc.
Planned Giving – The
Paddle & Thistle Society, a lasting legacy at KieveWavus.
Your Gift…
A well-planned charitable gift has many benefits:
- Promoting educational excellence and
the opportunity to make a real difference for kids.
- Supporting
KieveWavus’ mission of making
a difference.
- Giving in one of the most personal,
enduring ways you can.
- Helping to ensure a bright
future for students of one of our nation's oldest coeducational
institutions of learning.
- A planned gift
can also protect your assets, often increase your income,
and significantly reduce your current and
future tax burden.
- Donors are eligible for
membership in Kieve’s Paddle & Thistle
Society.
Your Choice…
You choose how your gift is to be used:
- Give to the Annual Fund.
- Provide a scholarship at Kieve, Wavus or our Leadership
School.
Your Benefits …
- Increased income for you and your family.
- Capital gains tax avoidance on gifts of long-term capital
gains assets.
- Immediate income tax savings.
- Reduction of high federal estate
taxes.
- The ability to defer income until needed.
- Diversification
and professional management.
And finally…making a difference to secure Kieve-Wavus'
future!
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