Why do people like making planned gifts?
Planned gifts (most commonly a donation made in your will or trust) cost nothing today and allow you to make an incredible impact, which is why so many people choose to make them.
There are some other exciting but less common gifts — scroll down to learn more!
Popular gifts for the future
See what types of gifts many people choose to make. Many people make these to honor a loved one, to show what’s important in their life.
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will or trust – for free!
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular gifts for today
Many people love these donation options because they fit with their personal circumstances and financial goals.
Stocks and securities
Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.
Donor Advised Funds
Easily recommend grants to Salisbury School for tax-efficient giving.
Qualified Charitable Distributions
Use your IRA to make tax-free gifts that benefit you and our mission.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.
Please let us know if you’ve already included us in your estate plans!
Letting us know is incredibly helpful to our team and helps to make sure your gift is used the way you want it to be.
Supporting Salisbury; Then, Now, Always
Planned gifts, such as bequests and gifts in wills, are critical to our mission of instilling in our boys a vibrant enthusiasm for learning and the self-confidence needed for intellectual, physical, moral and spiritual development. These gifts provide long-term support, ensuring that we can continue to make a positive impact on Salisbury boys for years to come.
Peter Clifford ’74: Supporting Salisbury; Then, now, always.
“I have been a consistent contributor since graduation and therefore it was important to me that Salisbury is a beneficiary in my estate plans. Salisbury’s partnership with FreeWill spurred me on and provided an easy way to make sure that happened. I have a great love for the school and hope it will thrive for many years to come. I really like knowing that I will continue to support Salisbury even when I am no longer grass-side up.”
Frequently Asked Questions
Yes! FreeWill will never share your personal information without your permission.
Yes. You are always free to revise or update your estate plans.
We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).
Yes! Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to not share your gift.
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Electra Webb Tortorella P'17
Title :Director of Leadership and Planned Giving
Phone: 860-435-5775
Already included us in your estate plan? Let us know