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Planned Giving

Recognizing that each individual’s philanthropic situation is unique, Evansville Day School will consider not only gifts of cash and/or securities but also charitable remainder trusts, charitable lead trusts, transfer of life insurance, gifts of real estate, and bequests.  Please consult with your tax advisor for more details.

Charitable Remainder Trusts/Lead Trusts

Evansville Day School can be listed as a beneficiary but is not involved in the set up and administration of these types of Trusts.  Please consult your estate planner for details.  EDS requests simple documentation of such gifts so proper credit can be given the donor. 

Bequests

A charitable bequest in your will benefits Day School and saves you estate tax dollars.  We can be named as a beneficiary in a will in any number of ways.  Day School can be added to your will through a simple amendment without redrafting your entire will.  Please consult your estate planner for details.

Life Insurance

Life insurance policies that are no longer needed are potential charitable gifts.  To receive a charitable deduction, name Evansville Day School as both owner and beneficiary of the policy.  If the policy is paid up, your charitable contribution is generally the replacement value or cost basis of the policy, whichever is less.  Ongoing premiums paid on a gifted life insurance policy also qualify for charitable deductions.  Please consult your insurance agent or tax advisor for more details.

Other Non-Cash Gifts

Properties such as real estate, artwork, coin collections, jewelry and other approved articles of personal property may be gifted to Evansville Day School and qualify for a charitable deduction.  Please consult your tax advisor for more details. 

Evansville Day School does not act as legal counsel or financial advisor to benefactors.  These illustrations are provided as suggestions and are not intended as financial or investment advice.  We encourage all potential benefactors to seek professional advice before making a planned gift.

Contact Advancement Office

For more information about the Annual Fund or other ways to give, please contact Leah Whitaker, Director of Advancement, at 812-476-3039.