Estate gifts offer significant tax advantages while allowing donors to make sizeable and important contributions to the future of Peddie. These gifts qualify you for membership in the Bell Society. Please visit our gift planning page or contact Anne DeMesa for more information.
Gifts for the Future. The cornerstone gift of the Bell Society is the bequest intention, a gift in your will or revocable living trust. This future gift can take the form of a dollar amount or a percentage of your estate. Moreover, you can name Peddie as a beneficiary of your retirement plan, life insurance policy or other accounts. All of these result in federal estate tax deductions.
Gifts that Pay You Income. Life income plans provide you with a stream of payments and significant tax benefits, while making a meaningful gift to Peddie. Peddie offers a wide variety of planned gift options including charitable gift annuities, charitable remainder trusts and the Peddie Pooled Income Fund.
Learn more about planned giving