Invest in Our Future

Endowed Gifts

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An endowment gift to Eagle Hill School today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.

Here's how it works: Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Eagle Hill School. The remaining funds are reinvested to ensure indefinite support.

Check Out This Potential Scenario

Couple Smiling Longtime supporters Susan and Charlie have two goals: First, they want to make sure EHS continue to receive support after they're gone. Second, they want to memorialize Charlie's parents, Mr. and Mrs. Jones.

Susan and Charlie make a $25,000 donation to EHS, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. Plus, Susan and Charlie qualify for a federal income tax charitable deduction on their taxes.

Learn How to Fund It

You can create an endowed gift using the following assets:

Next Steps

  1. Seek the advice of your financial or legal advisor.
  2. Contact Rick P. Macdonald at (413) 477-6000 ext 1211 or rmacdonald@eaglehill.school to discuss endowed gifts.
  3. If you include EHS in your plans, please use our legal name and federal tax ID.

Legal Name: Eagle Hill Foundation of MA, Inc.
Address: 242 Old Petersham Rd., Hardwick, MA 01037
Federal Tax ID Number: 04-2761985

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CONTACT US

Rick P. Macdonald
Director of Development
TEL: (413) 477-6000 ext 1211
Fax: (413) 477-0348
Email: rmacdonald@eaglehill.school

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APPRECIATED SECURITIES

A charitable bequest is one or two sentences in your will or living trust that leave to Eagle Hill School a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

I give and bequeath to Eagle Hill Foundation of MA, Inc., 242 Old Petersham Road, Hardwick, Massachusetts, the sum of $______ (or a description of the specific asset), or _____% of my estate for the benefit of Eagle Hill Foundation of MA, Inc. and its general purposes.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to EHS or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to EHS as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to EHS as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and EHS where you agree to make a gift to EHS and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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