It is important that donors understand the full range of assets which can be used to make a planned gift. By far, the most common type of planned gift is a bequest made at the time of the donor’s death. Retirement accounts, real estate, life insurance policies, and appreciated property may each be converted into gifts that benefit the School.
Similarly, there are many types of planned gifts which may be established to benefit both the donor and the School. Our gift options chart describes many of these types of gifts, but each donor should consult with his or her advisors to ensure that gifts achieve the desired effect.
The School is grateful to the many donors who already have made planned gifts to St. Anne’s-Belfield School. These individuals, known collectively as the 1910 Society, understood that their support will have an enduring impact in supporting the School they loved so much.
If you are interested in learning more about making a planned gift, please contact Tara Harrington at firstname.lastname@example.org or (434) 296-5106.