The Wilder Bell is from Breck's original campus and is a symbol of Breck's longevity.

Planned Gifts

Planned Gifts and the James Lloyd Breck Society

Breck School is proud to introduce the James Lloyd Breck Society honoring donors of planned gifts to Breck.  By the very nature of their commitment and generosity, members of the James Lloyd Breck Society leave an important legacy to the school.  They will be recognized annually in the school’s published report of gifts and invited to special events. 

As part of an overall estate or financial plan, planned gifts can take several forms, all of which have unique benefits to donors and to Breck.  Examples include:  bequests of cash, securities or real property; qualified retirement plan benefits; remainder interest in a personal residence, farm or vacation property; charitable trusts created in lifetime or by will, or provided as charitable lead trust or charitable remainder trust; and life insurance proceeds.

Planned gifts benefit the long-term financial health and academic vitality of the school and, at the same time, are beneficial to donors in a number of ways.  For example, planned gifts may help:

• Reduce or avoid taxes, including income, capital gains, gift and estate taxes.
• Transfer assets to children or grandchildren who will receive financial support estate-tax free on a timetable determined by the donor.
• Augment income at retirement by establishing a trust that can reinvest assets in vehicles that increase the return, without incurring a capital gains tax on the sale and reinvestment.
• Turn no-income producing assets into cash for reinvestment in order to provide a new stream of income for you or someone you designate.

If you are interested in learning more about planned gifts, we encourage you to consult your financial planner, attorney or accountant regarding the form, structure and documentation of the gift.