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.
Note: 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.