Planned Giving

Planned giving includes a variety of ways that gifts can be made to Riverside Presbyterian Day School (RPDS) from accrued resources and typically involves financial or estate planning. These gifts can be outright or deferred, and provide a means by which donors can ensure a lasting legacy at RPDS, while also impacting the spiritual, cognitive, emotional and social foundations for future generations.

While each planned gift is personal and unique, gifts are commonly received as stocks, securities, bequests, life insurance, gift annuities, trust distributions, real estate and art.

Many times, planned giving establishes a way for a donor to make a larger gift than thought possible, while also reducing taxes (i.e., gifts of appreciated securities, real estate, personal property, bequests, gift annuities, trust distributions, etc.).

For a confidential discussion about planned giving opportunities at RPDS, please contact Headmaster Palmer Bell or Advancement Director Elizabeth Ingram at 904.353.5511.

BEQUESTS

A bequest is a posthumous gift distributed from a will, a trust or an estate. Such gifts may be in the form of specified cash, securities, IRAs, real estate or other property. Such gifts may also be stipulated as a percentage of a total estate.

LIFE INSURANCE

A gift of life insurance through which RPDS benefits as a name beneficiary. Such gifts are planned when an older policy is reassigned or a new policy is established with the school listed as a beneficiary.

TRUST DISTRIBUTIONS

Charitable Remainder trusts of specific purpose, length and design are irrevocable. When a charitable remainder trust is established and RPDS is named as a beneficiary, the goal is to provide the school with benefits during a donor’s lifetime or with a distribution of remaining principal upon the dissolution of the trust.

GIFT ANNUITIES

A donor older than 60 years of age may establish an annuity to provide personal income during their remaining lifetime; the annuity then distributes the residual principal to the school upon the donor’s passing.
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