A legacy gift enables you to support Kellenberg Memorial High School, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Kellenberg Memorial High School in your will or trust, naming Kellenberg Memorial as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.
Request a confidential, no-obligation conversation to get started.
When you make a gift to Kellenberg Memorial High School from your will or trust, you'll be welcomed into Phoenix Legacy Society and join other supporters and friends of our important mission.
Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Not only do you have options for how your gift to Kellenberg Memorial High School will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to Kellenberg Memorial that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
Designate Kellenberg Memorial as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
If you're 70 ½ or older, you can make a gift directly from your IRA to Kellenberg Memorial . While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Name Kellenberg Memorial High School as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Kellenberg Memorial High School as the owner and beneficiary.
There are many other ways to support Kellenberg Memorial High School through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit Kellenberg Memorial High School, while at the same time preserving the benefits of those assets for you and your family.
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.
NamingKellenberg Memorial High Schoolas the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Director of Major Gifts & Planned Giving
MrsStern@kellenberg.org
(516) 292-0200 x320
1400 Glenn Curtiss Boulevard
Uniondale, NY 11553
If you are working with a professional advisor, or advising a donor, here's a practical guide for including in a charitable estate plan.
"Kellenberg did so much for our family. We want to do our part in ensuring that the school continues to offer an education of the heart and mind for many generations to come."
—Dr. Gil Samson & Mrs. Marion Samson P'09,'11,'13,'15