Portrait of a Planned Giver
Benefits of Giving to Blair
“Having recently retired, I took a new look at my investments with an eye toward the future. It was obvious that, if possible, it would be desirable to make some investment adjustments. I was particularly anxious to establish a fixed income base to assure a stable income with growth potential if possible. I did, however, face some serious capital gains problems.
“But then, lo and behold, I stumbled into the world of Planned Giving and the mists of confusion were blown away! The vehicle I chose for my planned gift was a Charitable Remainder Unitrust.
“Selecting a firm that was best for my needs, I transferred stock, quadrupled my annual yield, got a major deduction, legally dodged some tax bullets, and selected some beneficiaries – including Blair Academy – that gave me a great feeling of doing good for some good people.”
– E. Harrison “Tuck” Eudy, Jr. ’49
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