|The Fund for Anatolia|
|Charitable Lead Trust|
|Charitable Remainder Trust|
|Development Casebook (pdf)|
Each year the alumni, trustees and friends of Anatolia/ACT are strongly encouraged to participate in the annual giving program. Targeted to the greatest and most immediate needs, this unrestricted fund supports the operational requirements of the entire Anatolia enterprise. Gifts to the Fund for Anatolia also support student financial assistance, educational technology, library acquisitions and the preservation and improvement of buildings and grounds.
Alumni, friends and foundations are particularly encouraged to consider meaningful participation in the major construction and rehabilitation projects on campus. A separate section of the Development webpage addresses the priority projects which include construction of a theater and a classroom annex, athletic facilities improvements and a new student center. Major projects offer the opportunity for naming designation and multi-year payment options. In addition, there are many lesser capital projects in various program areas that could have special appeal to alumni, parents and club groups.
Funds that provide ongoing scholarship assistance to High School and ACT students are particularly worthy investments. An Endowed Scholarship Fund allows the means for a qualified student to continue uninterrupted with the educational program for another year. Oftentimes a memorial donation to create a permanent scholarship fund is a fitting tribute to a deceased member of the alumni family.
Anatolia College/ACT is pleased to offer Charitable Gift Annuity Arrangements to alumni, parents and friends who wish to make a meaningful donation while providing for their own financial future. Gift annuities are usually funded through gifts of cash, securities or mutual fund shares. Payments are determined at the time of funding and will continue unchanged regardless of the life term of the donor and other designated recipients.
The Anatolia College/ ACT community realizes that the motivations for giving can be very personal and reflect a sincere interest in providing for the educational mission. As such, the Boston Office is pleased to assist in matters of developing an estate plan, providing options for a lifetime income stream or creating a legacy. An estate plan often highlights available or deferred resources that make substantial capital or programmatic gifts possible. Current naming opportunities such as the Anatolia College Athletic Facilities or the ACT Student Center are available for consideration through gift planning. Examples of some typical planned giving vehicles include:
With a charitable lead trust, one transfers assets to a trust for the benefit of Anatolia College/ACT. You simply designate Anatolia as the income beneficiary for a specified period of years or for your lifetime. At the end of the stated period, the assets revert to your personal beneficiaries. You can benefit from a federal gift or estate tax deduction and the beneficiaries will receive trust assets, including any appreciation, free of estate or gift taxes.
A charitable remainder trust is an irrevocable trust created for the ultimate benefit of Anatolia College/ ACT and intended to generate income of at least five percent annually to income-beneficiaries of your choosing. Beneficiaries may receive income for life or for a stated period of years. Donors may choose a charitable remainder annuity trust which pays a fixed dollar amount determined when the trust is established or the “inflation hedged” remainder unitrust that pays income equal to a fixed percentage of the trust principal. Such trusts provide opportunities to better position assets, to generate retirement income, to secure a tax deduction and to use the tax savings to purchase life insurance held in trust for benefit of family members. At the donor’s passing, the trust assets will be available to Anatolia and the life insurance proceeds will pass free of federal estate tax to family members.
Loyal alumni, parents and friends are encouraged to consider naming Anatolia College/ ACT as a beneficiary in their will. Assets pass free from federal estate taxes, and every dollar helps with the important operational needs of the college. Appreciated securities and real estate are appropriate items to consider when making a bequest document.