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How to Give

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Your Legacy will be an Avonian's Future
 

How to make a gift to Avon Old Farms School

Bequest

A gift designated in your will or trust making Avon Old Farms the beneficiary of your asset.

Learn More About Bequests


 

IRA Rollover

A donor who is at least 70 ½ can make a rollover directly from his or her IRA to Avon, allowing you to make a donation of up to $100,000 and avoid taxation on the distribution.

Learn More About IRA Rollovers


 

Gifts of Retirement Assets

You can designate Avon Old Farms as beneficiary of a retirement account such as an IRA, 401K, or Keogh, saving your estate up to 80% in taxes. With the enactment of the SECURE Act in January of 2020, non-spousal heirs are required to withdraw all of the assets of an IRA within ten years. Depending on the level of assets within your IRA this can have significant tax implications to your heirs. Please consult your financial planner for advice to minimize your tax obligations and ensure your estate is managed effectively.

Learn More About Retirement Asset Gifts


 

Charitable Trusts and Annuities

These are vehicles that can provide you or your heirs a fixed income over a period of time and make a transformative contribution to Avon Old Farms.

Please contact Sarah Wallace in the Alumni and Development Office so we can assist with successfully implementing your bequest intentions.

Sarah Wallace
Phone 860-404-4267