While some donors make outright gifts, such as cash, checks or securities, others want to hold onto their money and other assets for now, just to be sure they can meet their family’s future financial needs. If that appeals to you, you’ll be pleased to know you can choose from a number of options known as planned gifts.
Planned gifts can be revocable—a charitable bequest in your will, for example—giving
you the flexibility to change your mind at any time. Or, they can be irrevocable —
just as outright gifts are — allowing you to benefit from an immediate tax deduction.
The attraction of irrevocable planned gifts is that they are deferred. You designate an asset as a gift today, but the actual gift to LFGSM is postponed — often until after your lifetime (and that of a surviving beneficiary, if you wish). Until that time, depending on your gift, you can receive income from the asset.
The key features of planned gifts are that they provide important benefits to you, the donor, as well as to Lake Forest Graduate School of Management. Click here to download more information.
Maurice F. “Moose” Dunne Legacy Circle Created for Those Who Make Legacy Gifts to LFGSM
Named in honor of Mr. Dunne, the school’s first president who served in a leadership capacity for 45 years, from 1946 to 1991, the Dunne Circle honors friends of LFGSM who make planned or deferred gifts.
Naming LFGSM in your will or trust, or otherwise including LFGSM in your estate plan automatically makes you part of this prestigious philanthropic group. Details of your gift will be held in the strictest confidence, and it is your decision whether you wish to be recognized by the society or remain anonymous.
Thank you for considering a gift to Lake Forest Graduate School of Management. We appreciate your interest in supporting our mission and becoming part of a generous and forward-thinking group of friends that have included LFGSM in their estate plans.
For more information call Stasia Zwisler, Vice President, Fundraising, at 847.574.5222 or email@example.com.