Planned Giving

A planned gift is designed to provide resources for the people and places that are meaningful to us after we are no longer here to support them. Working with your lawyer and financial advisor, you can specify that a part of your estate passes to the School after your death. Most planned gifts cost nothing during your lifetime. Planned gifts may also provide immediate income to your or your loved ones.

It is important that donors understand the full range of assets which can be used to make a planned gift. By far, the most common type of planned gift is a bequest made at the time of the donor’s death. Retirement accounts, real estate, life insurance policies and appreciated property may each be converted into gifts that benefit the School.

Similarly, many types of planned gifts may be established to benefit both the donor and the School. Consult with your financial and legal advisors to ensure that your gifts achieve the desired effect.

If you are interested in learning more about making a planned gift, please contact Marc Columbus, Headmaster, at 434-295-0457 or mjcolumbus@keswickschool.org.