Planned Giving

How will you leave a legacy?

Learn how you can leave a legacy at Milton Academy and support your school while continuing to meet your current financial needs.

Charitable Giving Tax Changes for 2024

Reach Your Philanthropic and Financial Goals with Planned Giving

A planned gift enables you to support Milton Academy, secure the financial needs of your loved ones, and enjoy tax benefits. Planned gifts of all sizes can help you meet your current goals and reach further into the future.

By including Milton Academy in your will or trust, naming Milton 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, while ensuring your philanthropic impact on Milton will continue for years to come. Your gift will have a real, lasting impact.

Let us help you make the gift that's right for you.

Get started by requesting a confidential, no-obligation conversation today.

Join the Forbes Goodwin Society

When you make a gift to Milton Academy from your will or trust, you'll be welcomed into our Forbes Goodwin Society. Named in honor of John Murray Forbes, who established the first endowment gift in 1885, and Sarah Storer Goodwin, who led the Girls' School from 1901 to 1928, the Forbes Goodwin Society honors those who make planned gifts to Milton Academy for their commitment to supporting the future of our school.

Have you already included Milton in your estate plans?

Please notify us today so that we can properly thank you and recognize you as a Forbes Goodwin Society member, as well as ensure your gift will be used as you've intended.

How to Give

Not only do you have options for how your gift to Milton Academy 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.

General Bequest

Gifts From Your Will

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.

Charitable Gift Annuity

Gifts That Pay You

You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to Milton that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.

Donor-Advised Funds

Beneficiary Designation and Grants

Designate Milton as a beneficiary to receive all or a portion of the balance of your Donor-Advised Fund (DAF) through your fund administrator. You can also make a grant to Milton Academy at any time from your donor-advised fund.

Charitable IRA Rollover

Charitable IRA Rollover

If you're 70½ or older, you can make a gift directly from your IRA to Milton. While there is no charitable tax deduction for a rollover gift, you do avoid the income tax on the donated portion of your Required Minimum Distribution (RMD).

Gifts of Life Insurance

Beneficiary Designation and Paid-Up Policies

Name Milton Academy 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 Milton Academy as the owner and beneficiary.

Other Options

Other Planned Giving Vehicles

There are many other ways to support Milton Academy through a planned gift, such as a charitable trust or retained life estate. We can work with you on creative ways to use your assets to benefit Milton Academy, while at the same time preserving the benefits of those assets for you and your family.

Gifts of Property

Real Estate and Other Valuables

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.

Beneficiary Gifts

Retirement Accounts

Naming Milton Academy as 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 your charitable goals while realizing significant tax savings.

Gifts of Stock

Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable tax deductions at full, fair market value while reducing capital gains impact.

Meet Our Donors

Donors just like you have made a real impact by adding a few words to their will or using one of the many giving options available.

Let's get in touch

Signe Lindberg, CFRE
  • Signe Lindberg, CFRE

    Director of Planned Giving


    Office of Development and Alumni Relations

    170 Centre Street

    Milton, MA 02186

  • For Professional Advisors

    If you are working with a professional advisor or advising a client interested in making a planned gift to Milton Academy, please download our guide for including Milton in a charitable estate plan.