• Note: In-service Days on Feb. 24th & 25th. No school for students
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Gift Planning

Estate Gifts and Stocks & Securities

Gift Planning

 

Estate Gifts

You can be a hero to children with special needs by naming Pace in your Will or Trust. This type of bequest can also be a valuable financial tool for you and your loved ones.

A bequest is easy to arrange:

It is not payable until death, so it does not affect your assets or cash flow during your lifetime.
It is private — your will is not filed or made public until your death.


It is revocable – you can change the provisions in your will or trust at any time until death.

Consult your tax or legal advisors regarding planned gift options, such as Wills, Life Insurance, Retirement Plans Assets, Charitable Gift Annuities, Charitable Remainder Trusts or Charitable Lead Trusts.

Pace would greatly appreciate knowing if you have arranged for a bequest or other planned gift to our program.   To be recognized as a legacy donor please contact Development Manager at tnorris@paceschool.org or 412-244-1900, ext. 4385

 

Stocks and Securities

Gifts of marketable stocks that have increased in value are a great way to help the students of Pace, while creating an income tax deduction for you based on the assets’ current value.

Making a gift of securities is simple and offers a number of valuable financial benefits:

  • You can donate appreciated stocks, bonds or mutual funds

  • The total value of the stock upon transfer is tax-deductible

  • There is no obligation to pay any capital gains taxes on the appreciation

For directions on how to transfer gifts of stocks/securities to Pace, contact Development Manager, at tnorris@paceschool.org or 412-342-4385.