"Lincoln School has
meant a lot to our whole family dating back to my mother, Margaret, who was on
the Lincoln faculty and a Trustee, and father, who also served on the
Board. Today, my great-grand-daughter,
Riley, is in fourth grade, the fifth generation of our family at Lincoln. John and I wanted to honor the many lifelong gifts
our family has received from Lincoln with a charitable gift annuity. It means a lot to us to know our gift benefits
Lincoln girls today while helping secure this remarkable School's financial
position for the future." - John
and Mary Sisson Barrett '36, Lincoln Foundation Members
The Lincoln Foundation
Many alumnae, parents and friends have included Lincoln in
their estate plans to ensure that Lincoln has the financial wherewithal to
continue to provide an outstanding educational experience for generations of
girls and young women. Today, more than 50
alumnae, parents, trustees and friends of Lincoln School are members of the
Lincoln Foundation, our Planned Giving Society.
The following describes two simple ways to support Lincoln through
planned giving and become a member of the Lincoln Foundation.
Making a Bequest to Lincoln
Outright bequests in your will are the most straightforward
way to leave a planned gift to Lincoln. Bequests to Lincoln are free of state and
federal estate taxes because they will qualify your estate for a charitable
deduction equal to the entire amount of the bequest.
To make a bequest, you may want to consider the following sample
bequest language:
"I give and bequeath the sum of $XX (or XX% of my residuary
estate) to Lincoln School, a Rhode
Island non-business corporation, located at 301 Butler Avenue, Providence, RI 02906."
Charitable Gift
Annuity
In this time of economic uncertainty, charitable gift
annuities can provide you with a reliable annual income based on your age at
the time of your gift. Many Lincoln
supporters have elected to establish a charitable gift annuity with Lincoln to
support our educational mission while providing themselves with an excellent
source of fixed income for life. With a
charitable gift annuity you can make a significant gift to Lincoln, receive a
charitable deduction for a portion of your gift, and retain a stream of income
among other benefits. These are some
sample Lincoln payout rates for individuals and couples:
Single Person
Couple
Age
Rate*
Ages
Rate*
65
5.3%
65/65
4.9%
70
5.7%
70/70
5.2%
75
6.3%
75/75
5.6%
80
7.1%
80/80
6.1%
85
8.1%
85/85
7.0%
*Rates approved by the American Council on Gift Annuities. Effective through June 2010.
Please contact Adrienne Morris, Director of Development at
401-331-9696 ext 3118 or by email at amorris@lincolnschool.org, to learn more
about these or other planned giving options.
If you have made a bequest to Lincoln or are considering a planned gift,
please let us know so we can make you a member of the Lincoln School Foundation. Members are invited to attend an Annual Luncheon
and are invited to Lincoln's
Annual Corporation meeting among other benefits.
Planned Giving Spotlight
Avis Anderson
Class of 1943
A member of the Class of 1943, Avis Anderson was a
longstanding supporter of Lincoln School, giving loyally and generously to her
alma mater.
In her yearbook, the Lincoln
Green, she is remembered for her "way with blonde boys; Saturday night dancing
school; serving generous helpings; love for Lowell, MA; numerous trips to
Boston."
Attending Lincoln School during
the height of World War II, Avis graduated from Lincoln and attended Bradford
Jr. College. She spent most of her
career working at Harvard University.
Avis and her long time friend, Barbara White, remembered Lincoln along
with three other institutions as beneficiaries of their estate. Her unrestricted bequest was designated by
the Board for the Lincoln Scholars Endowment Fund.
