Where Imagination Outshines Memorization

Legacy Giving

As we continue to establish Sunrise School of Miami as a healthy institution for Waldorf education and exceptional education for today’s students, the Board of Directors has begun to focus on beginning the school’s endowment fund.

An endowment is an independent school’s savings account. Annual distributions from the endowment pay for the expenses not covered by tuition, Annual Giving Campaign, or other income.

Endowment provides additional, permanent annual resources to maintain and improve the quality of education we provide our students. It also protects the school’s future financial well-being.

Gifts of Cash

The simplest way to give is to make a direct donation either online or directly to the school with a check or automatic funds transfer.

Gifts of Life Insurance

Naming Sunrise School of Miami as the owner or beneficiary of a fully paid life insurance policy entitles you to a deduction equal to your cost basis in the policy or its replacement cost (whichever is less). A policy purchased to provide protection for dependent children or as part of a business partnership that is no longer needed for this purpose often provides an excellent giving opportunity.

Gifts of Appreciated Securities

Giving stocks and bonds that have increased in value provides greater tax benefits than gifts of cash.

Gifts of Closely Held Stock

Donors wishing to make a gift of stock in a closely held corporation may benefit from tax breaks for appreciated stocks in a company that has significant cash reserves.

Gifts of Retirement Plans/ IRAs

Donors who participate in pension plans, Individual Retirement Accounts (IRAs), 401(k) plans, Keogh plans and other qualified retirement savings plans may designate Sunrise School of Miami as the death beneficiary. Gifts of retirement death benefits have tax advantages, as income taxes and estate taxes upon death are avoided.

Gifts Through Bequest

In addition to its importance to family and others for whom you wish to provide, a bequest can be a wonderful way to help Sunrise School of Miami continue its mission and work. A gift can be included in your original will or added as a codicil by your attorney at a a later date. Gifts through wills are popular and easy to arrange.

Charitable Remainder Trusts

A charitable remainder trust provides income to the donor and/or other beneficiaries for life or a set term of years, leaving the remainder for SSOM at the end of the trust.

Charitable Lead Trusts

A charitable lead trust provides income to SSOM for a set term of years after which the remainder may be transferred to the donor’s family or heirs.

Gifts of Real Estate

A gift of real estate can be almost any type of property; a residence, a vacation home, a farm, a commercial building, subdivision lots or other undeveloped land.