Support Us
Deferred Giving

Deferred gifts are those made through your estate plans, or your will. These, Deferred, or Planned Gifts that commit to making gift today ultimately pass to the British Society after the end of your life. By doing this, you are able to make a larger contribution that would be possible during your lifetime as well as supporting the work of the Society for years to come.

Planned giving options include:

Bequests

Gifts by will or living trusts for the benefit of The British Society may be for a specific dollar amount, a percentage of the total estate, or the residual amount (funds leftover after all expenses have been paid).

Life Insurance

The ownership and beneficiary designation of funded life insurance policies may be transferred to The British Society which presents the additional advantage of potentially enabling a donor to turn a monthly premium into a tax-free charitable gift.

Retirement Funds

Retirement plan assets, such as Individual Retirement Accounts, 401(k), 403(b), and other such plans also are accepted methods for planned giving. Generally as these funds are not distributed until your passing, estate tax and/or income taxes are exempt, allowing the entire balance passes to The British Charitable Society, unencumbered by tax assessments.

Retained Life Estates

By donating a residence, vacation home, or farm while retaining the right to live there for life, it is possible to obtain a large tax deduction. Should you decide to transfer the ownership of the property to The British Charitable Society while you remain alive, you have the right to retain the right to use the property for life as well as receiving a current income tax deduction for the gift that can be used to reduce personal tax liability.

For further information about any of our support programmes, please contact treasurer@britcharity.org.