Generated by All in One SEO v4.9.0, this is an llms.txt file, used by LLMs to index the site. # The Wardlaw-Hartridge School ## Sitemaps - [XML Sitemap](https://whschool.planned.gifts/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Hello world!](https://whschool.planned.gifts/2023/08/22/hello-world/) - Welcome to Planned Gifts Sites. This is your first post. Edit or delete it, then start blogging! ## Pages - [](https://whschool.planned.gifts/) - Bequests: A Gift That Costs Nothing During Your Lifetime Draft Your Will. It’s Free! Estate Planning Guide Bequest Language Codicil Philanthropy Is a Calling What Is Planned Giving? Planned giving allows anyone to make a substantial contribution to The Wardlaw-Hartridge School — regardless of income or financial status. It is a way to level the - [Disclaimer](https://whschool.planned.gifts/disclaimer/) - The content on this website is intended for informational purposes only and should not be considered legal, tax, or financial advice. Charitable giving strategies may have different outcomes depending on individual circumstances. It is strongly recommended to seek guidance from a qualified attorney, financial advisor, or tax professional before making any planned giving or financial - [Contact Us](https://whschool.planned.gifts/contact-us/) - Jayson Daniels jdaniels@whschool.org908-754-1882 Address: The Wardlaw-Hartridge School 1295 Inman AvenueEdison, New Jersey, 08820 Bill Jenkins 908-754-1882bjenkins@WHschool.org - [Gifts Anyone Can Make](https://whschool.planned.gifts/gifts-anyone-can-make/) - These gifts often do not affect cash flow during your lifetime. Gift Through Your Will or Estate Bequest Details: A bequest – a gift made through your will or living trust – can be the easiest gift to make to because it costs you nothing during your lifetime. Plus, it’s “revocable,” so you can update - [Estate Planning](https://whschool.planned.gifts/estate-planning-2/) - Codicil Download Codicil (pdf) Some people may sometimes find it inconvenient at making a planned gift because they’ve already completed their will and mistakenly believe any changes mean an expensive, tedious trip to visit their estate attorney. The good news is there’s always the codicil. A codicil makes updating or changing a will fast and - [Estate Planning](https://whschool.planned.gifts/estate-planning/) - Codicil Download Codicil (pdf) Some people may sometimes find it inconvenient at making a planned gift because they’ve already completed their will and mistakenly believe any changes mean an expensive, tedious trip to visit their estate attorney. The good news is there’s always the codicil. A codicil makes updating or changing a will fast and - [Free Estate Planning Guide](https://whschool.planned.gifts/free-estate-planning-guide/) - You worked hard to build your wealth, so make sure your plans for it are respected. Download your estate planning guide to get started. We hope you consider in your process. Download Now - [Endowment Calculator](https://whschool.planned.gifts/endowment-calculator/) - Visualize the impact philanthropy will have on future generations as our funds grow through the years. An endowed fund amplifies generosity, enabling gifts to do more good than the you ever imagined. And as your fund grows, so will your legacy. What Is an Endowment?Draft Your Will. It’s Free!Bequest LanguageCodicil Download - [For Legal and Financial Advisors](https://whschool.planned.gifts/advisors/) - As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors. We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives - [Frequent Questions](https://whschool.planned.gifts/frequent-questions/) - Can you provide your Bequest Language?Yes. Our Bequest Language is on this page. What is the difference between a bequest and a beneficiary designation?A bequest is a gift that you make through a will or a revocable trust functioning as a will. A beneficiary designation is a gift you make by way of a contract. - [Glossary](https://whschool.planned.gifts/glossary/) - A B C D E H G I J L M N O P Q R S T V W A Comprehensive List of Planned Giving and Estate Planning Terms Get familiar with some of the most common terms organizations encounter when diving into the world of bequests and other kinds of planned gifts. A-B - [Legacy Planner](https://whschool.planned.gifts/legacy-planner/) - Our will creation platform is a powerful opportunity to build your legacy and shape the future of — for free! Don’t miss this opportunity to protect your loved ones and support the causes you care about the most. Get started below. Already have a will? Consider us in your estate plans. Here’s our Bequest Language - [Personal Calculators](https://whschool.planned.gifts/personal-calculators/) - Please note: these calculators will open (pop up) in a new window. In the rare instance that you do not see a calculator, it could be hidden behind another window or disabled by your computer's pop-up blocker. Cash Flow How long will my money last with systematic withdrawals? What is my current net worth? What - [QCD Tool](https://whschool.planned.gifts/qcd-tool/) - Recent legislation permits you to make a qualified charitable distribution from your retirement account to . You can donate up to a total of $100,000 each year ($200,000 for married couples). And if you are of age taking out your required minimum distributions (RMD) you can exclude the gift from your taxable income… that’s why - [Endowment](https://whschool.planned.gifts/endowment/) - If you wish to make a gift that keeps on giving (and growing!), consider making a gift to our endowment fund. Our general endowment fund is our permanent savings account—the financial bedrock of our financial stability. Permanently invested principal and assured annual income means that we can deliver better services today—and more services tomorrow. A - [Bequest Language](https://whschool.planned.gifts/bequest-language/) - A gift to in your will or revocable trust enables you to support our mission and make a difference in the lives of future generations. A bequest: is easy to arrange. will not alter your current lifestyle in any way. can be easily modified to address your changing needs. Residual Gift Language A residual bequest - [Gifts That Protect Assets](https://whschool.planned.gifts/gifts-that-protect-assets/) - Maintain benefits of an asset. Reduce Gift or Estate Tax Lead Trust Details: When you make a gift, the charitable lead trust pays income to first, with a charitable lead trust when you make the gift, the trust pays income to first, typically for a term of years. After that, the trust assets are passed - [Gifts That Provide Income](https://whschool.planned.gifts/gifts-that-provide-income/) - These gifts pay you in return. A "Philanthropic Mutual Fund" Pooled Income Fund Details: A pooled income fund works like a philanthropic mutual fund. Your gift to is pooled with gifts from others who are supporting us, and it is invested to pay you a quarterly income calculated from your proportional share of the fund. - [Compare Include](https://whschool.planned.gifts/compare-include/) - [Compare Gift Plans](https://whschool.planned.gifts/compare-gift-plans/) ## My Templates - [Default Kit](https://whschool.planned.gifts/?elementor_library=default-kit) ## Categories - [Uncategorized](https://whschool.planned.gifts/category/uncategorized/)