When you include UCDS as a beneficiary of your estate plan through a bequest, 慈善信托基金, 退休计划或保险单, you become part of a community of forward-looking philanthropists.
有计划的礼物是任何慈善的礼物, 流动或递延, which is carefully designed--usually with professional advice--to optimize a donor's financial, 税, and estate plans while helping to secure the long-term financial security of one or more recipient institutions. 遗产条款是一个很好的方式来记住高地, often making possible gifts that otherwise could not have been made during the lifetime of the donors. Anyone who includes Upland in their estate plans is eligible for membership in Upland's Legacy Society.
Examples of planned gifts include naming Upland as a beneficiary in one's will, naming the School to receive proceeds from a life insurance policy or retirement account, or establishing a charitable life income gift arrangement to benefit Upland.
对于那些选择记住高地的人来说, 最重要的不是慈善遗产的规模. Individuals cannot predict their families’ future needs or the financial resources that will be available down the road. What matters is each person’s thoughtful intention to leave a legacy for future generations.
对于那些选择参加终身收入安排的人, benefits include income for life for the donor or a secondary beneficiary, 在赠予的那一年，慷慨的所得税减免, 最重要的是, such a gift ensures the growth of the School’s financial health so that future students will benefit from the excellent education Upland provides.
For those who have already included Upland in your plans, thank you so very much. 为他人, if you would like to learn how you can join in providing for Upland's future, 请拨打610与艾米丽·尼尔森联系. 444. 2082或eneilson@hl-sato.com
The Legacy Society of the 高地乡村走读学校 has been established to recognize and honor those individuals and organizations whose philanthropy has been pivotal in helping us achieve significant milestones with respect to the educational opportunities we are able to offer children. 除了, The Legacy Society also recognizes and honors those who are helping to secure the School’s future by including Upland in their estate planning.