Testamentary Life-Income Gifts
(Gift illustration)

How it works

	You write a will or revocable trust directing a bequest to Kent School.
	You provide that the bequest first create a life-income gift benefiting your heirs.
	After their income interest terminates, the remaining balance in the gift passes to Kent School.

Benefits

• One estate asset can benefit both Kent and your heirs.
• Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
• Provisions are revocable during your lifetime, increasing your planning flexibility.

For more information

Email us, complete the personal illustration form, or call us at 860-927-6023 so that we can assist you through every step of the process.

Office of Planned Giving
Kent School
P.O. Box 2006
Kent, CT 06757
860-927-6023 | 877-770-KENT | Fax: 860-927-6027
E-mail: kerrj@kent-school.edu