Gifts made as part of your overall financial plan, which often benefit you now and The Miami Valley School later, are known as "planned gifts."

Planned giving allows you to provide future support for the areas and programs at The Miami Valley School that are of most interest to you and address important family and financial needs and often make a larger gift than you might have thought possible.

Planned gifts offer the following benefits:

• Provide lifetime income for you and, if you wish, another beneficiary.
• Give you a substantial federal income-tax charitable deduction.
• Enable you to turn low-yielding assets into a higher income stream.
• Reduce or eliminate taxes on capital gains.
• Eliminate or reduce federal estate taxes.
• Ultimately provide a meaningful gift to The Miami Valley School.

Contact Eric McGrane, Director of Development, at (937) 434-1848 to have a confidential conversation about how you can explore these or other planned giving opportunities.