Welcome to Gift Planning
Making a planned gift is a wonderful way to show your support and appreciation for The Loomis Chaffee School and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you.
In March 2021, Mark Nussbaum ’70 hosted a virtual two-part overview on the principles of estate planning.
In the first session, Mark spoke about how to set up an estate plan: the importance of planning to ensure that you protect the things you care about, how assets transfer, the concept of preparing a “Doomsday Book,” and thinking about what you want your legacy to be.
In the second session Mark covered how best to accomplish one’s goals once they are set through exploring certain vehicles such as wills, trusts, custodial accounts, and 529 plans as well as the impact of taxes on one’s estate. He also presented a brief overview of some philanthropic tools to consider: CGAs, CRTs, qualified charitable distributions, and donor-advised funds. And, again, he spoke to the notion of “What do you want your legacy to be?”
Learn how donors like you have made gifts to The Loomis Chaffee School and how Loomis Chaffee has made a lasting impact on their lives.
Learn more about the different gift options that will help you meet your charitable and financial goals and how you can help support Loomis Chaffee.
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