Planned Giving: The Non Sibi Sed Aliis Society

Join with others who have become Non Sibi Sed Aliis Society members through planned giving to Oak Lane. Consider these ways to make a gift to Oak Lane with a lasting legacy:

Bequests	A bequest is a donation of cash, personal property, or real-estate provided in the donor's will to a non-profit institution, and is the simplest form of Planned Giving. This type of gift often enables individuals to make significant gifts that might not have been possible during their lifetime. It involves no immediate loss of capital or income, and tax benefits minimize the ultimate cost to one's heirs. Your attorney can help you prepare your will to include Oak Lane and choose the best wording for your particular circumstances.
Life Insurance	You can name Oak Lane Day School as the owner and/or beneficiary of a life insurance policy. To receive a charitable deduction, Oak Lane must be designated as both the owner and beneficiary of the policy. If the policy has a cash value, you can take a charitable deduction approximately equal to the cash value at the time of the gift. In addition, if annual premiums are still to be made and you continue to pay them, those premiums will become tax deductible each year. Consult with your life insurance agent for details on which forms to complete.
Trusts	A trust arrangement enables you to make a major gift to Oak Lane during your lifetime and permits you to receive income from cash, securities or other property involved. At the same time, you receive an immediate charitable deduction on your income tax, and capital gain, if any, is exempt from capital gains tax. Exact exemptions and deductions will vary according to individual situations.

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