Planned Giving & Goal Benefits

Hundreds of alumni and parents have chosen to expand their support for Eaglebrook through gifts that address their own personal and family needs, and the future needs of Eaglebrook.

If Your Goal Is	Your Best Option Is	Your Benefits Will Be
Support our future without affecting your cash flow or portfolio now	Name Eaglebrook as a beneficiary of your will or living trust	Retain control of your assets during your lifetime and receive an estate tax charitable deduction
Avoid double taxation on IRAs or other retirement plans while giving support to our mission	Name Eaglebrook as a beneficiary of your retirement plan, leaving other assets to family	Eliminate income and estate taxes on your retirement plan; free up other assets to pass to your heirs
Utilize an overlooked asset to provide substantial support to Eaglebrook	Donate a life insurance policy you no longer need; name Eaglebrook as the beneficiary on an existing policy; or name us as the beneficiary of a donor-advised fund	Increase your ability to support us without affecting your lifestyle
Make the simplest current donation	Give by check, debit, or credit card	Receive an income tax charitable deduction and make an immediate impact at Eaglebrook
Leverage more generous support to Eaglebrook and avoid capital gains liability	Donate appreciated stock, bonds, or mutual funds held longer than one year	Buy low and give high - "tax-wise" support that provides you with capital gains tax avoidance and an income tax charitable deduction
Tap one of the most valuable assets in your portfolio to support Eaglebrook	Donate real estate	Avoid capital gains tax, receive an income tax charitable deduction, and remove a large asset from your taxable estate
Continue to use your home or vacation home while also using it for a charitable gift	Gift subject to a retained life estate	Continued use of the property for your lifetime, current income tax charitable deduction, removal of the property from your estate so your heirs don't have to sell it