ENDOWMENTS/PLANNED GIVING

Occasionally, families wish to provide a lasting gift to the school in the form of an endowment. Endowment funds are invested and the investment returns are utilized according to the wishes of the contributors. For example, endowment funds are often used to finance scholarships or to assist in the financial support of students who would be unable to attend otherwise.

Many new tax incentives and estate planning devices have been developed in the last few years, intended to encourage charitable giving as part of tax planning. While we do not have tax specialists on staff, we can certainly provide families information about planned giving options and then direct them to specialists who can provide insight into options that might meet their needs.

For additional information regarding the giving options listed above, or planned giving, please call the Head of School.