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Planned Giving

The Everbright Society was established to honor and recognize those individuals who have generously included Battle Ground Academy in their estate plans. Named after the Everbright Mansion, which served as a temporary school building in the early 1900s, gifts to the Everbright Society are generally directed toward the endowment and last in perpetuity benefiting present and future generations of BGA students.

Becoming an Everbright Society MemberBattle Ground Academy’s Everbright Society offers you a way to create a permanent legacy to benefit BGA, both today and in the future. You may make gifts or a bequest of any size to support the school. These planned gifts can also provide you with important tax savings and other benefits. 

Any planned gift qualifies you for membership, which includes:
•    Recognition through periodic events held in their honor and in the school’s annual report. 
•    Inclusion on BGA publication and program notification lists. 
•    Access to our Advancement staff to discuss estate and gift planning questions and concerns. 

Designing your LegacyWith careful planning, one often can make a much more substantial gift than previously imagined. There are a number of ways to approach planned giving, each providing a distinctive means of shaping a gift. Remembering BGA in your will is a generous act that can be done by anyone of any age and any income level.

BequestThe donor makes a provision in his or her will for a gift to BGA. This is the vehicle most commonly used to make a planned gift. Possible benefits include estate tax savings. 

Charitable Lead TrustThe donor establishes a trust to provide BGA with income for a number of years. The remainder is distributed to the donor’s children, grandchildren, or others. Possible benefits include transfer of assets to children and grandchildren with little or no estate/gift taxes payable. 

Charitable Remainder TrustThe donor establishes a trust for the ultimate benefit of Battle Ground Academy, while retaining income generated by the assets given. Such gifts include annuity trusts and unitrusts. Possible benefits include income tax savings, capital gains avoidance, increased income, provision for spouse or heirs, and/or tax-free income. 

Charitable Gift AnnuityThe donor makes a gift of $5,000 or more to BGA in return for a fixed amount of annual income. The donor can start receiving the income immediately or defer it until the time of retirement. Possible benefits include income tax savings, capital gains avoidance, increased current income or income for retirement, provision for spouse or heirs, and/or tax-free income. 

Life InsuranceThe donor names the school as the owner and beneficiary of a new or existing policy. Possible benefits include income tax savings, estate tax advantages, and the creation of a significant permanent fund at a low annual cost.