Planned Giving

By becoming a Four Winds Society member, you join the company of many who have helped provide for generations of students and scholars to come.

Planned Giving

The Four Winds Legacy Society was created to recognize and thank alumni, family and friends who have made a bequest or planned gift to New College. For a complete listing of our generous Legacy donors, see here.

By becoming a Four Winds Society member, you join the company of many who have helped provide for generations of students and scholars to come. Most importantly, you will be making an invaluable contribution to securing the future of New College. Gifts to New College can be designated to a specific fund or need or may be given for general purposes.

When considering a planned gift, begin by asking yourself these simple questions:
• Do you want to make a significant gift during your lifetime, or would a gift as part of your estate work better?
• Do you have a particular asset that you are thinking of donating?
• Do you want to increase your retirement income, or is your primary goal estate preservation?
• Are you carrying excess life insurance or a large balance in your retirement plan?

Giving by bequest costs nothing now, yet it may give you a great deal of satisfaction to know that your future gift will live on. An outright gift from your estate is entirely free from federal estate taxes. This means that New College Foundation is able to use the full amount of the bequest. You may make a bequest and retain the ability to change it at any time.

A gift can be included in the body of a will or as an amendment (codicil). Gifts typically provide an estate tax deduction. Bequests to New College Foundation can include cash, securities, real estate, other property, a percentage of the residue of your estate, or all the residue of your estate.

Establishing a trust is simple. New College Foundation is able to administer charitable remainder unitrusts and annuity trusts, both of which pay lifetime income to you or other named beneficiaries.

Cash or property is transferred to the trust. The income beneficiaries receive annually an amount equal to a fixed percentage of the trust’s fair market value (unitrust) or a fixed dollar amount (annuity trust). Upon termination of the trust, the assets are transferred to New College Foundation.