Planned Gifts

Leaving a legacy at Barton College is a way to ensure you make a lasting impact in the life of our campus and our students. These gifts can support academics, scholarships, student programming, and athletics. Planning your future giving could be as simple as adding a line item to your will or adding Barton as a beneficiary to your trust. Below are opportunities available to assist you in achieving a desired outcome and more importantly make a lasting difference in the future of the College.

Your Planned Giving Options

A Current Will

Ensures that your property is distributed according to your wishes
Allows flexibility in carrying out your wishes
Fully deductible from estate taxes
Not irrevocable, may be adjusted as circumstances dictate

Charitable Gift Annuity

Provides a fixed income for life for yourself and perhaps one other person based on age
Considerable tax-saving consequences
Remainder transferred to Barton upon death

Charitable Lead Trust

Enhances your ability to make larger gifts to Barton College
Trust pays selected amount of income to charity for a predetermined number of years
Preserves assets for your family
Reduces your taxable income
Reduces your estate tax

Charitable Remainder Trust

Trust provides flexible investment
A significant charitable deduction is realized
Capital gains tax is eliminated
Your trust is professionally managed
Trust pays selected percentage of at least 5% income for life
Remainder of Trust transferred to Barton at death

Life Insurance

By naming Barton College as the owner and beneficiary, you are entitled to charitable deductions
Funds are paid to Barton upon death and are removed from the estate
May be an inexpensive way to replace the value of another gifted asset
Names Barton irrevocable owner and beneficiary

Living Trust