Planned Giving

Planned Giving Program




Planned Giving Options: Leaving Your Legacy

Planned giving is a core component of sustainability at Valwood School. A planned gift generally involves one of three gifting methods – current outright gifts, deferred gifts, and expectancies. A common misconception is that a planned gift must be “deferred.” Many gifts involve a combination of giving options to achieve the donor’s philanthropic and financial objectives.


Gifts You Make Today: Current Outright Gifts

Deferred Gifts That Pay You Income

Expectancies: Gifts That Make An Impact After Your Lifetime


Helpful Links

Giving Guide: Help Begin My Planned Giving Journey (Coming July 2016)

Planned Giving At A Glance Handout

Sample Bequest Language

Since there are many planned giving options, we encourage you to consult your estate planning and financial professionals about how this information might apply to your personal circumstances.