Planned Giving

Thank you for considering including Blair in your estate plans. Your thoughtful planning will help build a bridge to Blair's future.

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We hope the following pages will inspire you to make an impact at Blair and help future generations of Blair students become tomorrow’s leaders–while gaining financial and tax benefits for you and your family.

There are a variety of ways to support Blair, in which Blair, you and your loved ones all benefit at the same time. Such giving techniques are called “planned gifts,” because with thoughtful planning, you create mutually beneficial solutions for you and Blair.

Click here to begin , or if you would like to receive more information on becoming a member of Blair’s planned giving society, please contact:

Velma Lubliner
Assistant Director of Advancement for Capital Giving
(908) 362-6121, ext. 5634

Year-end thoughts

As the year comes to a close, many individuals are thinking about what organizations they are most passionate about and making charitable gifts to ensure they are captured in this calendar year. Without knowing the specifics around new tax policies in the coming year, if that plan does include the much-discussed cap on itemized deductions, then some of your charitable donation deductions in future years could be limited or disallowed.

While the tax impact of your gifts are sometimes secondary to your desire to want to give to Blair, having those gifts make the most financial sense is also important - so below are some ideas to maximize your efficiency of a gift to Blair…

      -Make a gift this year… As stated above, should the new tax laws include a cap on itemized deductions and a lower overall tax rate for high income earners, making a charitable gift this year may have more of an impact on your taxes than next year.

      -Donate stock instead of cash – Reminder that you are able to give a gift to Blair in the form of appreciated stock. Rather than giving cash, if you have stocks that have imbedded gains in them, you can donate the amount in the form of stock and avoid paying capital gains as well as receive the charitable deduction. Keep in mind that transferring stock does take a few extra days so starting in mid-December is a good idea to ensure the gifts are completed by year-end.

      -Make a Lifetime Bequest – Whether or not you can give now, plan to include Blair in your will or estate plan. Estate gifts are the final gifts you can give to thank organizations that were impactful in your life. There are several alumni and faculty who can help you think through how to structure such a gift so feel free to reach out to Velma (lubliv@blair.edu) if you would like to discuss further.

 

The material presented on this website is not offered as legal or tax advice.