Gifts by WIll or Trust

Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Pomfret.

Naming Us in Your Assets

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

The IRA Gift (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Pomfret.

Life Income Gifts

Support Pomfret while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.

Charitable Lead Trust

Make a substantial gift to Pomfret in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.
Bargain sale

Bargain Sale

Receive immediate cash and make a gift to Pomfret by selling to us a valuable asset, such as real estate, for less than it is worth.