Any gift to Brunswick should be motivated by the donor's desire to advance
the mission of the School, which is to provide the very best educational opportunities
available to young men today. However, a gift to Brunswick can also serve
as an effective component of a thoughtful financial plan and can provide significant
tax advantages to the donor. Below is a brief outline of a number of different
ways that alumni, parents and friends can make a planned or deferred gift
to Brunswick:
A Bequest: The most simple and direct way to make a planned gift
is to mention Brunswick in your will.
Life Income Vehicles: Life income gifts, such as charitable remainder
trusts and charitable gift annuities, can allow donors to make a gift
of capital without giving up the income produced by those assets.
Charitable Lead Trusts: A charitable lead trust can help reduce
gift or estate taxes while preserving or even increasing capital for your
heirs. The lead trust provides income to Brunswick for a specified number
of years and then returns the principal to your beneficiaries.
Retirement Plans, IRA and Keogh Gifts: A gift of your retirement
plan, IRA or Keogh can eliminate estate and income taxes, provide substantial
life income for a surviving spouse, and ultimately transfer a magnificent
gift to Brunswick.
Donors who have notified Brunswick that they have arranged for a planned gift
to the School become members of The George E. Carmichael Society. Established
in 1995 to honor Brunswick's founder and first headmaster, The Carmichael
Society recognizes those members of the Brunswick community who have planned
contributions to the School through bequests and/or deferred gifts. If you
have made such provisions, or are interested in more information about a planned
gift to Brunswick, please contact Tom Murray at (203) 625-5864, tmurray@brunswickschool.org.
Your tax advisor should also be consulted about any planned gifts.
