A planned gift is a wonderful way to make a gift larger than you ever thought possible to Middlesex. Planned Gifts can provide you with immediate tax benefits and then income benefits to you and your spouse in your retirement years. A planned gift also makes you eligible for membership in the Fredrick and Mary Winsor Society.

The Benefits of Planned Giving:

• Income paid for life to you or another beneficiary (a spouse or other family member or both).
• An immediate IRS income tax deduction (and tax savings) for a portion of the value of the gift, often a significant part.
• Capital gains tax can be reduced or avoided when appreciated securities or real property is used.
• Increased income when the gift is made through an arrangement that pays a higher yield than the normal dividend generated by the donated asset.