Planned Giving

Deferred or Planned Gifts can provide benefits to the donor as well as a meaningful contribution to Albert Einstein Academy. There are several types of gifts that help the donor realize tax and/or financial benefits and enable the donor to help ensure the future financial security of Albert Einstein Academy.

Bequests
The most simple and direct way to make a planned gift to the school is to mention AEA in your will. Donors may designate a sum of money, a percentage of their estate, Life Insurance or real estate through a will. Through your will or living trust, you can provide a legacy for those causes that were important parts of your life.

Income-Producing Gifts
These gifts allow donors to make a gift of capital without giving up the income produced by these assets. Life income gifts can help the donor receive income for life, receive income tax benefits, reduce or eliminate estate and inheritance taxes, avoid capital gains tax, and possible increase significantly the income from the assets. Among the income producing gift options are charitable lead trusts, which provide income to AEA for a specified number of years and then return the principal to the donor's beneficiaries.

Retirement Plans, IRA and Keogh Gifts
A gift of these assets to AEA can eliminate estate and income taxes, provide substantial life income for a surviving spouse, and ultimately transfer a gift to the school.

Gifts of Property
Donating gifts of closely held stock, personal property, and real estate can reduce capital gains taxes that would be incurred if the donor were to sell it during his/her lifetime.

For more information on planned giving, please
email Debbie Nachlis, Director of Development at
debbie.nachlis@AEAcademy.org

Albert Einstein Academy is a 501(c) tax exempt
organization. Gifts to Albert Einstein Academy are
deductible to the full extent allowed by law.