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
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.