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Charitable gift planning affords you opportunities to have a tremendous impact on the causes that matter most to you with the possibility of reducing or eliminating current and future tax liabilities, creating income for you or your loved ones, and preserving wealth for future generations of your family.
Recent and pending changes to the tax code (Tax Cut and Jobs Act, CARES Act, Consolidated Appropriations Act, and Build Back Better Act) contain provisions incentivizing you to plan how, what, and when you give to charity. If you have recently experienced or are anticipating changes in your personal life or business, we encourage you to partner with us to ensure you're taking full advantage of these incentives.
Berkshire School's Office of Advancement is a ready resource for you and your advisors. We welcome you to have a confidential, no-obligation conversation to align your personal financial situation with your philanthropic goals.
Reach Your Philanthropic and Financial Goals with a Planned Gift
A planned gift enables you to support Berkshire School, secure the financial needs of your loved ones, and provide you with tax benefits. Planned gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Berkshire School in your will or trust, naming Berkshire as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support Berkshire for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you.
Request a confidential, no-obligation conversation to get started.
Get in touch with usJoin the John F. Godman Society
One hundred and sixty members of Berkshire’s community have joined the John F. Godman Society by naming Berkshire School in their estate plans. These individuals are following in the footsteps of Berkshire’s legendary Headmaster John Godman, who left a generous bequest to the School that endures to this day.
When you make a gift to Berkshire School from your will or trust, you’ll be welcomed into the John F. Godman Society and join other supporters and friends of our important mission. Is Berkshire School already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Ways To Give
Not only do you have options for how your gift to Berkshire School will be used, you also have options on what to give and how to give. There are gifts that do not cost anything now and gifts that pay you income.
Gifts From Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Download Bequest Language
Charitable Gift Annuity
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to Berkshire that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
Download CGA Information
Donor Advised Funds
Designate Berkshire as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your Donor Advised Fund.
Learn More about DAFs
Charitable IRA Rollover
If you're 70 ½ or older, you can make a gift directly from your IRA to Berkshire. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Download IRA Rollover Information
Gifts of Stock
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Download Stock Transfer Information
Beneficiary Gifts
Naming Berkshire School as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other Donor Advised Funds, will accomplish a charitable goal while realizing significant tax savings.
Download Beneficiary Gifts
Gifts of Life Insurance
Name Berkshire School as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Berkshire School as the owner and beneficiary.
Learn More about Life Insurance
Gifts Through Trusts
Charitable Remainder Trusts provide you income from an asset that then passes to Berkshire School as a gift. Charitable Lead Trusts provide income to Berkshire before the asset passes to your heirs. For the savvy donor, charitable trusts can provide tax-advantaged income, eliminate capital gains, or preserve assets for your heirs.
Learn More about Trusts
Real Estate and Other Valuables
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well-curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.
Download Real Estate Gift Information