Leave a Legacy
The 1990 Legacy Society honors the founding year of Nativity Preparatory School and gathers dedicated supporters committed to securing the future of Nativity students through planned giving. By including Nativity Prep in your estate plans, you can become part of this meaningful society, leaving a lasting mark on the future Nativity boys’ lives while gaining tax and financial benefits for your family.
Methods of Giving
All of these options offer advantages to you and your loved ones while also making an everlasting impact by helping to make sure a Nativity education is available for future generations.
If you have included a gift to Nativity Preparatory School of Boston in your will or would like to talk about options that would work best for you, please contact Laurie Nahigian.
Bequests
A bequest – or leaving a specific percentage or amount of an estate in a will – is one of the most popular options for making a planned gift to Nativity Preparatory School.
Support of this kind can be made in the form of cash, securities, real estate, or other personal property.
Life Insurance
Life insurance policies that are no longer needed can be gifted to our students by
adding Nativity Preparatory School as a beneficiary to the policy. This type of gift can be tax-deductible if Nativity Prep is made the owner of the policy.
Retirement Plans
Naming Nativity Prep as a beneficiary of a 401(k) or 403(b) retirement plan or IRA is a wonderful way to support the students and alumni of Nativity Prep. Gifts made from a retirement plan are not subject to estate, federal, or state income taxes, allowing the full value of the gift to be recognized.
Charitable Lead Trust (CLT)
A Charitable Lead Trust would provide Nativity Preparatory School with an annual
income (percentage or fixed amount) determined by the donor for a term of years. At the end of the term, the remainder of the trust is paid to the beneficiary of the donor’s choice, including all unrealized appreciation and free of transfer taxes.
Charitable Remainder Trust (CRT)
A Charitable Remainder Trust provides a donor with an annual income (percentage or fixed amount) during their lifetime. At the death of the last income beneficiary, the corpus of the trust would be transferred to Nativity Preparatory School in support of our students and alumni.
Charitable Gift Annuity (CGA)
Charitable gift annuities, which can be made with gifts of cash or appreciated securities, guarantee the donor a fixed annual income and provide numerous tax benefits.
