Gift Planning for Brooks
Making a planned gift is a wonderful way to show your support and appreciation for Brooks School and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Brooks School.
Join the FDA Society
In 1996 the trustees of Brooks School announced the establishment of a bequest society in honor of the founding headmaster, Frank D. Ashburn. The FDA Society recognizes alumni, parents, and friends who, by making gifts to Brooks through their estate plans, have declared their commitment to the values by which Frank Ashburn lived and taught.
Members have provided a future gift to Brooks School in their estate plans and have informed the School of this commitment. These intentions include:
- Bequests or living trust provisions
- Retirement-plan beneficiary designations
- Brooks charitable gift annuities
- Charitable remainder trusts
- Lead trusts
- Gifts of real estate with a retained life estate
- Life insurance beneficiary designations
In recognition of their generosity, the Society's Honor Roll of Members is published each year in the School's Annual Report. Please contact us to discuss membership in the FDA Society.
A bequest is simple, convenient, and allows you a number of options for supporting Brooks School.
Taking your current life stage into account is very helpful when planning your gift to Brooks School.
Try our gift comparison chart to see which gift type might best meet your various personal and financial goals.
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