MAKE YOUR MARK

Exceed Your Philanthropic Goals through Planned Giving

We invite you to join other supporters who have already taken the steps necessary to secure Brookstone’s long-term future as a Christian institution serving under-resourced children and families. We look forward to working with you to design a gift that meets your charitable and financial goals.

Three easy giving options include bequests, retirement plan assets and life insurance policies. For more information on making a planned gift and becoming a member of the Brookstone Legacy Society, please contact Suzanne Wilson, Director of Advancement, or call 704-392-6330, ext.122.

THREE EASY WAYS TO MAKE A PLANNED GIFT

A gift from a will (or a trust) allows you to make a future donation to Brookstone Schools. The following are samples of appropriate bequest language to share with your attorney:

Specific bequest – States a specific amount or asset amount.  It may be a gift of cash, securities, real estate or tangible personal property.

Examples:
I give (specific dollar amount or asset) to Brookstone Schools (#56-222-1108) to be used for the unrestricted needs of the organization.
I give (specific dollar amount or asset) to Brookstone Schools (#56-222-1108) for the Brookstone Legacy Fund at the Foundation of the Carolinas.

Residuary bequest – Names Brookstone Schools (#56-222-1108) as recipient of all or a percentage of the remainder of the estate after specific bequests have been fulfilled.

Examples:
I give (x percent) or (the remainder) of my residual estate to Brookstone Schools (#56-222-1108) for the unrestricted needs of the organization.
I give (x percent) or (the remainder) of my residual estate to Brookstone Schools (#56-222-1108) for the Brookstone Legacy Fund at the Foundation of the Carolinas.

Retirement plan assets are often considered the attractive option for making a planned gift since these are among the most tax burdened assets in an estate. Making a future gift of retirement plan assets to Brookstone Schools may reduce estate tax liability, while allowing you to leave assets that receive more favorable tax treatment to other beneficiaries (i.e., your descendants).

To make a charitable gift of retirement assets, you need to complete a new beneficiary designation form naming Brookstone Schools as a percentage beneficiary.  Please include the following information to ensure accuracy:

Brookstone Schools

PO Box 667890

Charlotte, NC 28266/ Tax ID/EIN: #56-222-1108

You may use one or more whole life insurance policies to make a future gift to Brookstone Schools. To use a life insurance policy to make a gift, you can name Brookstone Schools as a percentage beneficiary of a new or existing policy.

As with retirement plan assets, using a life insurance policy to make a charitable gift can be as simple as completing a new beneficiary designation, naming Brookstone Schools as a percentage beneficiary. Please include the following information to ensure accuracy:

Brookstone Schools

PO Box 667890

Charlotte, NC 28266/ Tax ID/EIN: #56-222-1108

*There are many vehicles to making a planned gift and the above is a brief overview. This document is not intended to provide tax or legal advice and should not be relief on as such. Potential donors should consult with their legal and tax counsel to understand the implications of a specific charitable gift.

If you have any questions, please contact Suzanne Wilson, Advancement Director, at 704-392-6330 or Suzanne.wilson@brookstoneschools.org.

The purpose of the Brookstone Legacy Society is to recognize those individuals and families who intend to make a planned gift to Brookstone Schools by way of a will, trust, beneficiary designation or other giving arrangement. By their generosity, these faithful donors have shown commitment to the mission and work of Brookstone Schools and will be remembered in perpetuity for their support.