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North Cross School is actively planning for the education of tomorrow’s students, and as part of that planning, is pleased to announce the creation of the Heritage Society honoring alumni, parents, and friends who have made arrangements for planned gifts to the school. This distinguished Heritage Society honors all planned giving donors for their support of our mission. We would be gratified and honored to include you in our Heritage Society if you have:
- Provided for North Cross School in your will or trust.
- Designated us as the beneficiary of a qualified retirement plan, savings bond, bank account, or life insurance policy.
- Created a planned gift that returns fixed or flexible income to you or others.
We welcome the opportunity to have a confidential conversation with you at no obligation. If you should be a member of our Heritage Society, or would like information, please reply to email@example.com.
Our sincere appreciation is extended to the following Heritage Society members:
Mr. and Mrs. J. Rand Garrett III
Mr. and Mrs. David R. Lake
Mr. and Mrs. Bittle W. Porterfield, III
Mr. and Mrs. John S. Ross, Jr.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the school as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the school as a lump sum.