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Planned Giving

A gift to George School that is a part of a thoughtful, comprehensive estate plan provides a way of completing a lifetime of giving to the school, or of making a significant gift that was not possible to make at an earlier stage of life. Such gifts can also provide advantages such as a lifetime income to the donor or others and may offer certain tax benefits.

Such gifts, which are typically added to George School's Endowment, play a vital role in maintaining the school's financial strength, and in ensuring the quality of the George School education and experience for future generations of students.

There are many ways to participate in the future of George School through a planned or deferred gift, including:

Outright gift
Bequest or other will-related gift
Gift of Retirement Assets
Charitable Gift Annuity
George School Pooled Income Fund
Charitable Remainder Trust
Charitable Lead Trust

Once you decide on your personal financial and philanthropic goals, we can assist you in designing a gift plan that is consistent with these goals and can have a lasting impact on the future of George School and its students.

Review Personal Financial and Philanthropic Goals
John M. George Society