Ways of Giving

Outright Gifts

Cash (cash, check, credit card, paid in full or in installments)

Appreciated Securities

If you hold securities that have appreciated significantly and would create unwelcome tax consequences if sold (i.e., capital gains taxes), they represent a wonderful gift opportunity.

Real Estate

Real estate that may have appreciated over the years and is readily marketable may offer the donor a way to make a gift of greater value than is possible in cash or securities and, at the same time, avoid capital gains tax on the increased value of the property.

Planned Gifts  |  Life Insurance

There are two ways to use life insurance to benefit Carrollwood Day School.  You could purchase a policy and make CDS the beneficiary, or assign a policy already in effect to CDS as both owner and beneficiary.  We recommend that you check with your tax advisor for details regarding this method of donating to the campaign.

Bequests

A bequest is a transfer, by will, of property such as cash, securities (stocks), or tangible property to an individual or a charitable organization.  We recommend that you check with your tax advisor for details regarding this method of donating to the campaign.
Life Income Gifts
Tax laws permit donors to place assets into a variety of trusts vehicles that benefit both the donor, the donor’s family or heirs, and Carrollwood Day School.  The three most popular approaches used at schools and colleges are:

• Charitable Remainder Trust
• Charitable Lead Trust
• Charitable Gift Annuity

Contact

To discuss any of these alternative gift approaches, please contact the Development Office. We will be happy to assist you in your gift planning.

Contact the Development Office.  |  Call Dawn Schweitzer or Michelle Cáceres at 813.920.2288.