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Planned Giving

Planned Gifts are a way to meet your philanthropic and financial goals while supporting Madison Country Day School and the next generation of students. In almost no other way can the ideals and passions that bind us to MCDS be expressed so permanently as through the transformative nature of your gift to the endowment. 

The MCDS Legacy Society recognizes individuals who choose to make MCDS the beneficiary of a planned gift, regardless of the amount. Join us by filling out the form below or contact us to start a conversation.

 

Planned Giving Intention Form

 

Ways to Make Planned Gifts

Planned giving can be as simple as including a bequest to Madison Country Day School in your will, but planned giving can also include other types of bequests. With the goals of providing for your loved ones, reducing taxes, and remembering worthy causes, there are many options available that can benefit you and your family, as well as MCDS, now and in the future.

 

 

Bequests

The federal estate tax can erode a significant portion of one’s estate; often far more than the income tax. It pays to plan for the future with your attorney or other professional advisors. A charitable bequest to MCDS will save estate tax dollars and have an enduring impact on the school for generations.

Life Income Gifts

A life income gift allows you to transfer cash, stock, or other property now while continuing to receive income from the asset. Life income gifts are often made through a trust arrangement called a unitrust or an annuity trust. These gifts can allow you to increase your income for life, receive a generous charitable contribution deduction, and avoid any capital gains tax on the appreciation if you contribute appreciated property.

Stock

Gifts of long-term appreciated stock offer two-fold tax savings. First, you may avoid paying any capital gains on the increase in value of your stock. In addition, you receive a tax deduction for the full fair market value of the stock on the date of the gift. For income tax purposes, the value of such gifts may be deducted from adjusted gross income with an additional five-year carry forward.  Check with your accountant for details on your specific situation.

 

Real Estate

If you have owned your own home, a vacation home, acreage, or a farm for many years, a charitable gift of that real estate can be especially tax-advantageous.

Life Insurance

If you own a life insurance policy that is no longer needed, consider it as the perfect vehicle for a charitable gift to Madison Country Day School.

For more information or to pledge your support contact the Development Office at (608) 850-6000.

OUR MISSION

Madison Country Day School provides an intellectually stimulating, personally enriching, and academically challenging program to an able and diverse student body. We measure our curriculum and student achievement against the finest programs in the world. Furthermore, we advance education by creating programs that serve as models for other private and public schools.