Legacy Giving

Legacy Giving

In addition to current donations, we encourage you to consider including Keswick School in your estate plans. Legacy giving is a practical way to maximize support of our programs and services well into the future. Planned gifts designated for Keswick School become a testament to a donor’s priorities and ensure resources are available to help students for many years to come. Planned giving can also offer tax advantages, transforming part of what would go to taxes into an enduring legacy.

Types of Legacy Giving

Bequests

Designate a specific asset or portion of an estate to transfer to Keswick School after death.

Gift Annuities

Donate a sum of money to the Keswick School endowment. It is an asset of the school, but the donor receives an agreed upon percentage of income from the gift until death or a decision to stop payments. This arrangement benefits the donor and leaves behind a meaningful contribution to Keswick School.

Remainder Trusts

Transfer assets into a remainder trust. Then, enjoy potential tax benefits, generate income, and ultimately benefit the Keswick School.

Gifts of Life Insurance or Retirement Assets

Designate Keswick School as a beneficiary of your life insurance policy or retirement fund, ensuring your support continues beyond your lifetime.