Planned Giving

Bequests

The most simple and direct way to make a planned gift to the school is to mention Albert Einstein Academy in your will or living trust. You may designate a sum of money, a percentage of your estate, Life Insurance, or real estate.

Income-Producing Gifts

Income-producing gift options include charitable lead trusts, which provide income to Albert Einstein Academy for a specified number of years, but return the principal to your beneficiaries. These gifts allow you to make a gift of capital without giving up the income produced by these assets. You can still receive income for life, receive income tax benefits, reduce or eliminate estate and inheritance taxes, avoid capital gains tax, and possibly increase significantly the income from the assets.

Retirement Plans, IRA and Keogh Gifts

Gifting your retirement plan, IRA, or Keogh to Albert Einstein Academy can eliminate estate and income taxes and provide substantial life income for your surviving spouse, while ultimately transferring its remaining benefits 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 you were to sell it during your lifetime.

For more information on planned giving, please contact the Development office at 302-478-5026 ext. 118.

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