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Planned Giving

Creative Philanthropy

Quite often when we think of charitable giving, we think only in terms of an outright gift of cash, or possibly stocks and bonds. However, many friends and alumnae have found that a future gift through their will or trust enables them to maximize their gift to Purnell and at the same time to meet their financial, tax and estate planning goals.

 

What is Planned Giving?

"Planned Giving" is a term commonly used to describe a wide variety of giving vehicles that allow you to give to charity during your lifetime and/or after your death, while meeting your current income needs and providing for your heirs. Planned giving is typically done in conjunction with estate planning and is a viable option for donors of all income levels. From a Donor's perspective, Planned Giving often appeals to people who want to benefit a charitable organization but aren't certain how much of their assets they'll need for themselves during their lifetimes.

 

Listed below are some of the ways to consider a gift to Purnell School.

  • A bequest through your will or trust
  • A Charitable Gift Annuity
  • A Charitable Remainder Trust
  • Remainder Interest in a home, farm, or property
  • A Charitable Lead Trust
  • Gifts of Life Insurance

By establishing The Fides et Fidelitas Legacy Society, Purnell hopes to encourage members of the Purnell Community to plan for the future and to benefit from the many tax advantages available from giving to the school during the donor's lifetime. 

 

For more information on these opportunities, please contact Susan M. Gantz, Director of Advancement, at 908.439.4008.

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