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.
et started by requesting a confidential, no-obligation conversation today.
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.
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.
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.
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 Milton that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
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.
If you're 70 ½ or older, you can make a gift directly from your IRA to Milton. 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 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.
There are many other ways to support Milton Academy through a planned giving vehicle. Charitable Trusts and more may be good options for you. We can show you 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.
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.
NamingMilton Academyas 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.
Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.
Giving back with an estate-plan gift
The Stikeleather legacy: giving back with a gift annuity
Bill Harwood has vivid memories of his time at Milton.
Who could ask for anything more?
Milton taught me to survive, problem solve, and think for myself.
Freddy Gamble ’58 recalls many Milton memories.
The longest-lasting lesson Milton instilled has been integrity.
Thorndike has fond memories of “shenanigans” at Robbins House, his time on Milton’s baseball team.
Music was at the center of the Milton experience
Milton provided the tools to succeed in business and in life.
Director of Planned Giving
James_Barrett@milton.edu
617-898-2376
170 Centre Street
Milton, MA 02186
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.