About Planned Giving

Planned giving is the process of making provisions for a future charitable gift, most commonly in your will or estate plan. For most people, a planned gift is the most impactful gift they will make in their lifetime. Planned gifts to Pace Academy primarily support the school's endowment, securing its future for the children and grandchildren of today's students and all future generations.

Planned gifts provide donors the additional benefit of not affecting current cash flow, and can often be arranged to have minimal impact on total estate value. Many planned gifts provide tax-favorable benefits, and even income, to the donor and beneficiaries.

Written by Pace parents and estate-planning professionals Tim Curtin and Steve Parker, A Primer on Planned Giving provides a succinct overview of common gifts. It can be downloaded for viewing or printing here.

Of the different types of gifts, a bequest through a will or trust is one of the most popular and flexible.

THE CASTLE CIRCLE

The Castle Circle recognizes individuals and couples who have made provisions for a planned gift to Pace Academy. Your membership in The Castle Circle is confirmed when you sign a Membership Form that notifies Pace of your plans. Sharing the specific details of your planned gift is optional. The Advancement Office can provide you with more information about The Castle Circle. More

Gift Options

Beyond bequests, numerous planned giving options are available for your consideration.

Learn about what to give - As you evaluate your assets, you may wish to consider a planned gift comprised of cash, securities and/or property.

Learn about how to give - Discover gift options that provide tax and income benefits.

Your financial advisor can help you evaluate the gift opportunities explained here to design the best planned gift for your personal goals.