Planned Giving

OVERVIEW

Planned giving can offer many tax advantages for donors and their heirs by naming Eagle Hill School as a beneficiary of an estate, trust, insurance policy, or by establishing a charitable gift annuity. This type of gift is a significant asset in planning the future operation of the school.

A bequest may be for the general, ongoing purposes of the school or for more specific purposes, such as scholarships, books, building projects, faculty support, and so on.

HOW TO MAKE A PLANNED GIFT

Prospective donors should seek the advice of an attorney, since gifts of this kind require variations to accommodate individual circumstances.

If you have made such arrangements, please contact Lisa Ferraro in the Development Office at (203) 622-9240 x646.

We are pleased to invite into our Legacy Society those who donate to Planning Giving. Your generosity is noted in our Giving Report every year.

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