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Planned and Deferred Giving
THE ALMY SOCIETY - The Almy Society recognizes the generosity of the Buckingham, Browne & Nichols, and BB&N alumni/ae, parents grandparents, and friends who have remembered the School in their estate plans through a will, trust, or other planned gift arrangement. You can become a member of The Almy Society by including BB&N in your estate plans and advising the School of your thoughtful commitment.
Sample Bequest Language: "I give to Buckingham Browne & Nichols School, Cambridge, Massachusetts, the sum of $ _____________ ( or _____% of my estate) for its unrestricted use (or for a specific purpose)." Or, the wording can be for a residual bequest or contingent bequest.
PLANNED/DEFERRED GIFTS - Gift options which provide you and your family with benefits while providing important support for BB&N. Possible benefits include a life income for you and/or others, increased annual income, charitable tax deductions, and avoidance of capital gains taxes.
BB&N accepts the following types of planned gifts:
Bequests (see sample language above)
Gift Annuities
Deferred Gift Annuities
Charitable Remainder Trusts
Wealth Replacement Trusts
Lead Trusts
Gifts of Real Estate
Gifts of Retirement Plan Assets
Gifts of Insurance Policies
Gifts of Closely Held Stock
For more information on these planned gift options and how a particular gift plan can benefit you and BB&N, please contact in confidence:
Janet Rosen, Director of Capital Programs and Campaign Operations at janet_rosen@bbns.org or 617-800-2729.
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