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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Rocky Hill Country Day School that will make a lasting impact.

Charitable Bequest
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Donor's Family
RHCDS
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Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Rocky Hill Country Day School as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to Rocky Hill Country Day School

  • Include a bequest to Rocky Hill Country Day School in your will or revocable trust
  • Designate Rocky Hill Country Day School as a full, partial, or contingent beneficiary of your retirement account (IRA, 401(k), 403(b), or pension)
  • Name Rocky Hill Country Day School as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Rocky Hill Country Day School as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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Give it Twice Trust

Give it Twice Trust
While visiting her favorite charity's website, June came across the idea of a "give it twice" trust. She contacted the charity for more information. The charity's gift planner explained that a give it twice trust would allow her to first give income to children through the trust, and then the trust would later transfer the trust balance to charity.

June: Before my husband Fred passed away, we talked about our estate plans. We agreed that we wanted to treat each of our three children equally and that we wanted to give to our favorite charity.

The gift planner told June that she had the ability to use her $800,000 estate to do something significant for both family and charity. June was concerned because while her two oldest children are financially responsible, her youngest, Jim, "spends money like water." June was afraid that if Jim were to receive a lump sum cash inheritance, he would spend it right away.

The gift planner explained that the give it twice plan could be very helpful. June could transfer $400,000 from her IRA at death to the trust. Her children would each receive one-third of the income from the trust over 20 years. Annual payments would prevent Jim from squandering his inheritance while giving him the chance to learn to save and invest. After 20 years, the trust balance would be transferred to charity. In addition, by using her IRA, June could save on income tax because the special trust is tax exempt.

June: I established a give it twice trust and was thrilled with the plan. The prospect of helping my children and my favorite charity made me happy, and I knew it was the right thing to do.

Is a give it twice trust right for you?


The give it twice trust can be an invaluable part of any estate plan. We would welcome the opportunity to talk to you about how this trust could benefit your family. Please give us a call to discuss this important estate planning and giving strategy.

*Please note: The name and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view an example of your benefits.