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  • Student Philanthropy  ·  Stonehill College
    scholarship an athletic scholarship a need based scholarship or some combination Learn More Academics Areas of Study Academic Partnerships Academic Program Advising Support Honors Program Honor Societies Academic Clubs Internships Study Abroad Undergraduate Research Outcomes Education for the Heart the Mind Our programs in the arts sciences and business administration emphasize deep understanding and effective practice Explore Areas of Study Student Life Area Attractions Campus Safety Community Standards Counseling Health Wellness Diversity Inclusion Housing Dining Parking Transportation Spiritual Life Student Organizations More than a College We re Family Stonehill is a friendly caring place where people are embraced for being themselves More than 90 percent of students live on campus helping each other meet challenges and find success Welcome Home Community Global Engagement The Martin Institute for Law Society The Center for Nonprofit Management The Farm at Stonehill The Carole Calo Gallery H O P E Service Immersion Program Community Service Post Graduate Service Community Based Learning The Life You Change Will Be Your Own Changing the world might seem like a daunting goal but it s something Stonehill students do every day in ways big and small Athletics Recreational Sports NCAA Athletics Recreational Sports A Tradition of Athletic Excellence The Stonehill Skyhawks compete in the Northeast 10 Conference the largest NCAA Division II conference in the country Home Giving Annual Giving Student Philanthropy Student Philanthropy The past years at Stonehill have made a measurable impact on your life years from now how will you measure your impact on Stonehill GOLD Giving Reunion Giving Parent Giving Student Philanthropy Senior Class Gift Phonathon Support Financial Aid Support Academics Support Athletics Support Our Mission Stonehill College Fund Volunteers Honor Roll of Donors Class of 2016 Senior Class Gift The senior class comes together each year to raise money for a class gift

    Original URL path: http://www.stonehill.edu/giving/annual-giving/student-philanthropy/ (2016-01-26)
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  • Legacy Society  ·  Stonehill College
    Stonehill funds a variety of grants and scholarships based on need and merit You may be eligible for a merit scholarship an athletic scholarship a need based scholarship or some combination Learn More Academics Areas of Study Academic Partnerships Academic Program Advising Support Honors Program Honor Societies Academic Clubs Internships Study Abroad Undergraduate Research Outcomes Education for the Heart the Mind Our programs in the arts sciences and business administration emphasize deep understanding and effective practice Explore Areas of Study Student Life Area Attractions Campus Safety Community Standards Counseling Health Wellness Diversity Inclusion Housing Dining Parking Transportation Spiritual Life Student Organizations More than a College We re Family Stonehill is a friendly caring place where people are embraced for being themselves More than 90 percent of students live on campus helping each other meet challenges and find success Welcome Home Community Global Engagement The Martin Institute for Law Society The Center for Nonprofit Management The Farm at Stonehill The Carole Calo Gallery H O P E Service Immersion Program Community Service Post Graduate Service Community Based Learning The Life You Change Will Be Your Own Changing the world might seem like a daunting goal but it s something Stonehill students do every day in ways big and small Athletics Recreational Sports NCAA Athletics Recreational Sports A Tradition of Athletic Excellence The Stonehill Skyhawks compete in the Northeast 10 Conference the largest NCAA Division II conference in the country Home Giving Gift Planning Legacy Society Legacy Society Ways to Give Annual Giving Gift Planning Legacy Society Planning Calculator Gifts by Will Appreciated Stock Retirement Funds Life Insurance or Personal Property Real Estate Charitable Gift Annuities Establishing a Trust Life Milestones Tax Information Planned Giving Advisory Committee Leadership Giving Scholarship Giving Corporate Foundation Relations Contact Alumni parents and friends who have included

    Original URL path: http://www.stonehill.edu/giving/gift-planning/legacy-society/ (2016-01-26)
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  • Planning Calculator  ·  Stonehill College
    emphasize deep understanding and effective practice Explore Areas of Study Student Life Area Attractions Campus Safety Community Standards Counseling Health Wellness Diversity Inclusion Housing Dining Parking Transportation Spiritual Life Student Organizations More than a College We re Family Stonehill is a friendly caring place where people are embraced for being themselves More than 90 percent of students live on campus helping each other meet challenges and find success Welcome Home Community Global Engagement The Martin Institute for Law Society The Center for Nonprofit Management The Farm at Stonehill The Carole Calo Gallery H O P E Service Immersion Program Community Service Post Graduate Service Community Based Learning The Life You Change Will Be Your Own Changing the world might seem like a daunting goal but it s something Stonehill students do every day in ways big and small Athletics Recreational Sports NCAA Athletics Recreational Sports A Tradition of Athletic Excellence The Stonehill Skyhawks compete in the Northeast 10 Conference the largest NCAA Division II conference in the country Home Giving Gift Planning Planning Calculator Planning Calculator Please select the type of gift that best describes what you would like to accomplish If you would like additional information about the manner in which any of these giving vehicles can help you accomplish your financial estate and charitable planning goals please call us at 508 565 1344 Ways to Give Annual Giving Gift Planning Legacy Society Planning Calculator Gifts by Will Appreciated Stock Retirement Funds Life Insurance or Personal Property Real Estate Charitable Gift Annuities Establishing a Trust Life Milestones Tax Information Planned Giving Advisory Committee Leadership Giving Scholarship Giving Corporate Foundation Relations Contact Gifts that Provide You with Income Charitable Gift Annuity Immediate A Charitable Gift Annuity enables you to transfer cash or marketable securities to the charitable organization issuing the Gift Annuity in exchange for a current income tax deduction and the organization s promise to make fixed annual payments to you for life Annuity payments can begin immediately or can be deferred to some future date Charitable Remainder Annuity Trust Lives Term A Charitable Remainder Annuity Trust is a custom designed and individually managed trust that enables you to retain a fixed income for your lifetime or a fixed term of years to claim a current income tax deduction and make a future gift to charity Charitable Remainder Unitrust Lives Term A Charitable Remainder Unitrust is a custom designed and individually managed trust that enables you to retain a variable income for your lifetime or a fixed term of years claim a current income tax deduction and make a future gift to charity Gifts that Provide Income to Charity Charitable Lead Annuity Trust Lives Term A charitable lead annuity trust is a custom designed and individually managed trust that enables you to give a fixed annual amount to charity for either a fixed term of years or the life of one or more individuals Upon conclusion of the measuring term the trust terminates and according to the terms of

    Original URL path: http://www.stonehill.edu/giving/gift-planning/planning-calculator/ (2016-01-26)
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  • Gifts by Will  ·  Stonehill College
    embraced for being themselves More than 90 percent of students live on campus helping each other meet challenges and find success Welcome Home Community Global Engagement The Martin Institute for Law Society The Center for Nonprofit Management The Farm at Stonehill The Carole Calo Gallery H O P E Service Immersion Program Community Service Post Graduate Service Community Based Learning The Life You Change Will Be Your Own Changing the world might seem like a daunting goal but it s something Stonehill students do every day in ways big and small Athletics Recreational Sports NCAA Athletics Recreational Sports A Tradition of Athletic Excellence The Stonehill Skyhawks compete in the Northeast 10 Conference the largest NCAA Division II conference in the country Home Giving Gift Planning Gifts by Will Gifts by Will A charitable bequest through your will is one of the simplest ways to make a gift to Stonehill College and often at a level not possible during one s lifetime Upon receipt of the bequest the College will issue a tax receipt to the estate to offset taxes owed Ways to Give Annual Giving Gift Planning Legacy Society Planning Calculator Gifts by Will Appreciated Stock Retirement Funds Life Insurance or Personal Property Real Estate Charitable Gift Annuities Establishing a Trust Life Milestones Tax Information Planned Giving Advisory Committee Leadership Giving Scholarship Giving Corporate Foundation Relations Contact Did you know that your bequest can memorialize your current annual gift to Stonehill A gift in your will allows you to Make responsible decisions about distributing your estate Say who will be your executor Provide for the well being of those you love Appoint a guardian for minor children Make provisions for special remembrances Give a gift to organizations that are important to you The IRS permits a 100 charitable estate tax deduction when you make a bequest Gifts may be a specific amount or a percentage of your estate Gifts may be made with cash securities real estate or personal property If you include Stonehill in your will please let us know so that you can become a member of the Legacy Society Stonehill s honorary recognition society for individuals who have made provision for the College in their estate plans To include Stonehill in your will please ask your legal advisor to consider the following language I bequeath to Stonehill College Inc a charitable corporation established under the laws of the Commonwealth of Massachusetts the sum of dollars or percentage of estate to be used for the College s general purposes To name Stonehill as the beneficiary of part or all of the residue of an estate I devise and bequeath to Stonehill College Inc a charitable corporation established under the laws of the Commonwealth of Massachusetts all or specify a portion of the rest residue and remainder of my estate whether real personal or mixed however and whenever acquired and wherever located to be used specify how bequest is to be used or state that it is to be

    Original URL path: http://www.stonehill.edu/giving/gift-planning/gifts-by-will/ (2016-01-26)
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  • Appreciated Stock  ·  Stonehill College
    Student Life Area Attractions Campus Safety Community Standards Counseling Health Wellness Diversity Inclusion Housing Dining Parking Transportation Spiritual Life Student Organizations More than a College We re Family Stonehill is a friendly caring place where people are embraced for being themselves More than 90 percent of students live on campus helping each other meet challenges and find success Welcome Home Community Global Engagement The Martin Institute for Law Society The Center for Nonprofit Management The Farm at Stonehill The Carole Calo Gallery H O P E Service Immersion Program Community Service Post Graduate Service Community Based Learning The Life You Change Will Be Your Own Changing the world might seem like a daunting goal but it s something Stonehill students do every day in ways big and small Athletics Recreational Sports NCAA Athletics Recreational Sports A Tradition of Athletic Excellence The Stonehill Skyhawks compete in the Northeast 10 Conference the largest NCAA Division II conference in the country Home Giving Gift Planning Appreciated Stock Appreciated Stock For many donors giving appreciated stock or mutual fund shares to Stonehill may be preferable to giving cash Federal tax law offers special incentives for non cash gifts of property particularly if that property has appreciated in value Ways to Give Annual Giving Gift Planning Legacy Society Planning Calculator Gifts by Will Appreciated Stock Retirement Funds Life Insurance or Personal Property Real Estate Charitable Gift Annuities Establishing a Trust Life Milestones Tax Information Planned Giving Advisory Committee Leadership Giving Scholarship Giving Corporate Foundation Relations Contact Contact Info Stonehill College Office of Development 320 Washington Street Easton MA 02357 Whether you are making a deferred or current gift gifts of appreciated securities typically carry benefits not associated with gifts by check cash or credit card You can avoid capital gains tax yet your charitable deduction for federal income tax purposes will be based on the full fair market value of the shares on the date that the gift is made Securities may be transferred to Stonehill via Electronic Transfer Mailing Certificates For information regarding the valuation of stocks and bonds or gift crediting please contact the Office of Development at 508 565 1341 or email dsmith stonehill edu Electronic Transfer If your stock is held by a broker notify the broker that you wish to make a gift of securities to Stonehill College Brokers need written authorization from you before they can make the transfer Be sure to tell them the name of the stock that you want to transfer the number of shares and where you would like your gift to be designated when it reaches Stonehill Once you have authorized the transfer ask your broker to contact Stonehill s Office of Development at 508 565 1341 Our office will give your broker complete transfer instructions NOTE Even if you have donated securities in the past be sure that you or your broker contacts the Office of Development BEFORE the transfer is made The transfer instructions can change from year to year A quick

    Original URL path: http://www.stonehill.edu/giving/gift-planning/appreciated-stock/ (2016-01-26)
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  • Retirement Funds  ·  Stonehill College
    other meet challenges and find success Welcome Home Community Global Engagement The Martin Institute for Law Society The Center for Nonprofit Management The Farm at Stonehill The Carole Calo Gallery H O P E Service Immersion Program Community Service Post Graduate Service Community Based Learning The Life You Change Will Be Your Own Changing the world might seem like a daunting goal but it s something Stonehill students do every day in ways big and small Athletics Recreational Sports NCAA Athletics Recreational Sports A Tradition of Athletic Excellence The Stonehill Skyhawks compete in the Northeast 10 Conference the largest NCAA Division II conference in the country Home Giving Gift Planning Retirement Funds Retirement Funds Ways to Give Annual Giving Gift Planning Legacy Society Planning Calculator Gifts by Will Appreciated Stock Retirement Funds Life Insurance or Personal Property Real Estate Charitable Gift Annuities Establishing a Trust Life Milestones Tax Information Planned Giving Advisory Committee Leadership Giving Scholarship Giving Corporate Foundation Relations Contact If you are planning to leave bequests to both heirs and Stonehill you may save taxes if you give other property to your heirs and name Stonehill as the beneficiary of all or a portion of your retirement plan assets There are significant tax advantages to using retirement funds For many people the best method of giving is through a retirement plan Retirement plans including pension 401k IRA Keogh 403 B are often subject to extremely high tax rates that result in an involuntary gift to the federal government The tax rates for retirement plans often range from 50 60 At the time of your death the assets will be paid directly to Stonehill and will not flow through your probated estate The assets will be subject to neither an estate tax nor a federal income tax and consequently

    Original URL path: http://www.stonehill.edu/giving/gift-planning/retirement-funds/ (2016-01-26)
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  • Life Insurance or Personal Property  ·  Stonehill College
    the Heart the Mind Our programs in the arts sciences and business administration emphasize deep understanding and effective practice Explore Areas of Study Student Life Area Attractions Campus Safety Community Standards Counseling Health Wellness Diversity Inclusion Housing Dining Parking Transportation Spiritual Life Student Organizations More than a College We re Family Stonehill is a friendly caring place where people are embraced for being themselves More than 90 percent of students live on campus helping each other meet challenges and find success Welcome Home Community Global Engagement The Martin Institute for Law Society The Center for Nonprofit Management The Farm at Stonehill The Carole Calo Gallery H O P E Service Immersion Program Community Service Post Graduate Service Community Based Learning The Life You Change Will Be Your Own Changing the world might seem like a daunting goal but it s something Stonehill students do every day in ways big and small Athletics Recreational Sports NCAA Athletics Recreational Sports A Tradition of Athletic Excellence The Stonehill Skyhawks compete in the Northeast 10 Conference the largest NCAA Division II conference in the country Home Giving Gift Planning Life Insurance or Personal Property Life Insurance or Personal Property Ways to Give Annual Giving Gift Planning Legacy Society Planning Calculator Gifts by Will Appreciated Stock Retirement Funds Life Insurance or Personal Property Real Estate Charitable Gift Annuities Establishing a Trust Life Milestones Tax Information Planned Giving Advisory Committee Leadership Giving Scholarship Giving Corporate Foundation Relations Contact Life Insurance Life insurance that is not needed by family members can be designated for Stonehill and or other charities Simply list Stonehill College Inc as the sole or a partial beneficiary on the beneficiary designation form which you should acquire from your insurance provider By designating Stonehill as a beneficiary you will be allowed a charitable income

    Original URL path: http://www.stonehill.edu/giving/gift-planning/life-insurance-or-personal-pro/ (2016-01-26)
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  • Real Estate  ·  Stonehill College
    Standards Counseling Health Wellness Diversity Inclusion Housing Dining Parking Transportation Spiritual Life Student Organizations More than a College We re Family Stonehill is a friendly caring place where people are embraced for being themselves More than 90 percent of students live on campus helping each other meet challenges and find success Welcome Home Community Global Engagement The Martin Institute for Law Society The Center for Nonprofit Management The Farm at Stonehill The Carole Calo Gallery H O P E Service Immersion Program Community Service Post Graduate Service Community Based Learning The Life You Change Will Be Your Own Changing the world might seem like a daunting goal but it s something Stonehill students do every day in ways big and small Athletics Recreational Sports NCAA Athletics Recreational Sports A Tradition of Athletic Excellence The Stonehill Skyhawks compete in the Northeast 10 Conference the largest NCAA Division II conference in the country Home Giving Gift Planning Real Estate Real Estate There are many ways to structure a gift of real property to Stonehill Whether your objective is to transfer property that you no longer want or need downsize from your current residence or even receive a stream of income in exchange for a piece of property the College can help you achieve your goal Ways to Give Annual Giving Gift Planning Legacy Society Planning Calculator Gifts by Will Appreciated Stock Retirement Funds Life Insurance or Personal Property Real Estate Charitable Gift Annuities Establishing a Trust Life Milestones Tax Information Planned Giving Advisory Committee Leadership Giving Scholarship Giving Corporate Foundation Relations Contact Through an outright gift you can deed Stonehill your property and gain an income tax deduction for the appraised value of the home avoid capital gains tax on highly appreciated property and designate how you would like your contribution to be used to further Stonehill s educational mission It is also possible to continue to live in your home during your lifetime and irrevocably deed it to Stonehill at your death This gift arrangement is called a Gift of Real Estate or a Life Estate Gift and allows you to make a valuable donation to the College while receiving certain tax advantages immediately If you want to receive income you may want to give real estate to a Charitable Remainder Trust For example a residence could be placed in the trust sold by the trustee and then reinvested in a diverse portfolio of liquid assets In doing so you can claim a current charitable income tax deduction for a portion of the home s value After the property is sold you can receive a lifetime income from the trust at a fixed or variable rate After your death the trust principal will benefit Stonehill College in an area of your choosing like academic scholarships athletics or campus improvements Life Estate Gifts A Life Estate Gift through a life estate contract enables you to give a personal residence to Stonehill and to retain lifetime use of it for yourself for your

    Original URL path: http://www.stonehill.edu/giving/gift-planning/real-estate/ (2016-01-26)
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