Other Planned Gifts
Agnes Scott
College offers other planned giving options including:
Retained
Life Estate
You can make a gift of a
personal residence or farm and retain use of the property for as long as you
live. You continue to take care of the property and pay for its
upkeep. At your death, the property passes to Agnes Scott. You
receive an income tax deduction in the year of the gift and the satisfaction of
making the gift during your lifetime.
Charitable
Lead Trust
You can make a substantial
gift to Agnes Scott while ensuring that your property will ultimately pass to
your children, grandchildren, or others. Assets are placed in a trust
that pays income to Agnes Scott for a specified number of years.
Thereafter, the assets pass to your designated heirs, often at significant
estate tax savings.
If you would
like more information, please contact Michelle S. Staes, J.D.,
director of capital gifts and planned giving, at 404.471.5475 or 800.868.8602,
ext. 5475 or mstaes@agnesscott.edu.
Please
consult with your attorney or accountant for how this general information
relates to your specific financial and estate planning situation. The office of
development is pleased to provide you or your advisors with more detailed
information.
