• Cash is the simplest way to contribute and can be put right to work for Greenwich Academy.
• Appreciated Securities, instead of cash, may enable the donor to take a tax deduction on the full value of the gift and avoid capital gains on the transfer. In many cases, the actual cost to the donor is far less than the value of the gift to the school.Click HERE for stock transfer form.
• Many companies will match contributions made by an employee (or by an employee’s spouse). Please inquire whether your employer has a Matching Gift Program or visit Matching Gifts to see if your employer has a Matching Gift Program. If it does, you as the donor receive credit from Greenwich Academy for both the original gift and the amount of the match.

Endowed Fund Gifts
The Academy has many established endowed funds restricted to a particular purpose. The income from these permanent funds also supports the school’s programs. Endowment gifts, subject to certain limitations, are also fully deductible for income tax purposes. More on Endowed Funds

Planned Gifts
Why Planned Giving?
As one of the many ways to support Greenwich Academy, planned giving provides the Academy with future income while providing pleasantly surprising economic benefits to your estate plan:

• Increased Income
• Provision for loved ones
• Tax benefits
• Preservation of assets

Bequests and The Ruth West Campbell Society
Ruth West Campbell, headmistress from 1925 to 1955, spent more than thirty years at Greenwich Academy and left a legacy of commitment and innovation. To perpetuate her vision, the Ruth West Campbell Society was established in 1990 to recognize those individuals who have made a charitable provision for Greenwich Academy in their estate plans. The estate receives an estate tax charitable deduction for that provision. By joining the Ruth West Campbell Society, you can make a significant contribution to benefit generations to come at the Academy.

Gift Annuity
A gift to Greenwich Academy's gift annuity program provides you or a loved one with a guaranteed lifetime income. The fixed annual payment is based on rates recommended by the American Council of Gift Annuities. In addition, you may be eligible for several tax benefits, including an immediate tax deduction, deferred capital gains, and estate and gift tax considerations.

Life Insurance
If individual life insurance policies are no longer needed to protect family members or a business, Greenwich Academy may be named as the beneficiary, providing you with estate tax benefits.

Real Estate
By making an outright gift of real estate to Greenwich Academy, you receive a current income tax charitable deduction based on the appraised fair market value of the property and also avoid capital gain tax you might otherwise incur on the sale of the property. If you do not want to part with the property immediately, you may transfer your primary or secondary residence to a trust and reserve the right to live there for the rest of your (and your spouse's) life, when the property passes to GA. This also creates income and property tax advantages.

Trusts
If you are interested in making a gift to Greenwich Academy but do not wish to give up all the benefits of specific assets, you might consider creating a Charitable Remainder Trust. You place the assets in a trust that will ultimately benefit the Academy. In the meantime, a fixed percent of the trust is paid annually to you, a family member or other beneficiary. The income can be paid for life or a certain number of years, at the end of which the assets pass to GA. By establishing the trust, you may receive income, gift or estate benefits.

Assets placed in a Charitable Lead Trust will benefit GA for a period of years designated by you. At the termination of the trust, the principal is tranferred to your children or grandchildren. You obtain an immediate income tax deduction (particularly useful in an unusually high income year) and can effectively pass the property to your children or grandchildren at significant gift or estate tax savings.

If you would like further information on planned giving to Greenwich Academy, please contact Angela Van Moorsel, Director of Grants and Foundation Relations, 203.552.4402.