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A Future Worthy of Your Investment

Planned Giving at Lincoln

"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 sixth grade, the fifth generation of our family at Lincoln.  My late husband, 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." 
- Mary Sisson Barrett '36, Lincoln Foundation Member

The Lincoln Foundation

Anyone can make a meaningful planned gift to Lincoln School.  It is much easier than you may believe.  Many alumnae, parents and friends have included Lincoln in their estate plans to ensure that Lincoln can continue to provide an outstanding educational experience for generations of girls and young women.  Today, nearly 100 alumnae, parents, trustees and friends of Lincoln School are members of the Lincoln Foundation, our Planned Giving Society.  Recent planned gifts have helped support the renovation of the Ebner, Elson, Hart Music Center, the Dwight House restoration, and the Faxon Farm Renovation which is currently underway.  These gifts have also been added to our endowment to help ensure Lincoln's long-term financial stability. 

If you are a member of the Lincoln Foundation*, please join us on Friday, November 1st, 2013 at 12:00 noon for our annual luncheon at Dwight House on the Lincoln campus, featuring remarks by the Head of School, and a special presentation on the Reggio Emilia Program at Lincoln.

The following describes two simple ways to support Lincoln through a planned gift 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.  These gifts are 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 payout rates for individuals and couples.  The minimum for establishing a charitable gift annuity is $50,000.  These rates are only guidelines; actual rates may vary based on your personal circumstances:

Single Person           Couple
 Age Rate*
   Ages  Rate*
 65  4.7%    65/65 4.2%
 70 5.1%    70/70  4.6%
 75  5.8%    75/75  5.0%
 80  6.8%    80/80  5.7%
 85  7.8%    85/85  6.7%

*Rates approved by the American Council on Gift Annuities.  Effective as of September 2013.