Planned Giving - St. La Salle Society Membership

A GIFT OF CASH

 

With a planned gift to The De La Salle School, you can combine your desire to give to charity with your overall financial, tax, and estate planning goals. Planned giving gives you a special connection with The De La Salle School. You will help those touched by The De La Salle School — for now and for years to come.

 

Will or Trust

How It Works

  • Include a gift to The De La Salle School in your will or trust. Please review the sample language provided below.
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
  • Tell us about your gift so we may celebrate your generosity now.

Will or Trust

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

Gifts From Your Will or Trust

The Details

Your bequest to support our mission should be planned thoughtfully. Many good planning techniques are available, and you should choose the type of bequest that best suits your personal objectives.

For example, your bequest can be a stated dollar amount, or you can bequeath specific property to The De La Salle School. Some of our friends prefer to gift a certain percentage of the remainder of their estate — the amount that remains after paying all debts, costs, and other prior legacies.

You have full discretion over your gift to The De La Salle School. You can direct that your gift be used for our greatest needs or for a specific purpose you designate. Whatever your objectives, we will be happy to work with you in planning a bequest that will be satisfying, economical, and effective in carrying out your wishes in our important mission.

 

Is This Gift Right For You?

YES, if:

You want to help ensure The De La Salle School's future viability and strength.

Long-term planning is more important to you than an immediate income tax deduction.

You want the flexibility of a gift commitment that does not impact your current cash flow.

 

 

 

 

Sample Bequest Language and Declaration of Support Letter

The following are examples of how to indicate a general or undesignated gift to The De La Salle School:*

 

Sample Bequest of Remainder of Estate

"I give, devise, and bequeath to the DE LA SALLE SCHOOL, TAX I.D. # 55-0793482, all [or state the fraction or percentage] of the rest, residue, and remainder of my estate, both real and personal for its unrestricted use and purpose [or state the specific use and/or purpose desired]. The DE LA SALLE SCHOOL may be contacted in care of its Director of Development, Donald Holden, located at 87 Pine Street, Freeport, New York 11520."

 

Sample Bequest of Specific Amount

"I give, devise, and bequeath $_____ to THE DE LA SALLE SCHOOL, TAX I.D. # 55-0793482, for its unrestricted use and purpose [or state the specific use and/or purpose desired]. THE DE LA SALLE SCHOOL may be contacted in care of its Director of Development, Donald Holden, located at 87 Pine Street, Freeport, New York 11520."

*These are merely suggestions as to content and should be written or adapted by legal counsel to fit the contributor's individual situation.

Statement of Charitable Intention

It would be helpful to know about your plans! Please send a signed Statement of Charitable Intention to The De La Salle School’s Director of Development, Mr. Donald Holden, so that we may project future gifts that will help The De La Salle School save and improve lives. Click the link below for a Statement of Charitable Intention or reach out to Mr. Holden directly at (516) 379-0012.

 

The De La Salle School- Statement of Charitable intention.docx