Take a moment to review the goals listed below, and click on the "Tell me more" links for information on how a particular course of action might benefit you, your heirs, and George School.

If you would like to see how any of these goals and gift options applies to your particular situation, we would be delighted to prepare a personalized illustration based on your specific gift intention.

For a detailed illustration or more information, please contact Director of Planned Giving Andy Popkin at 215.579.6563 or GSPlannedGiving@georgeschool.org.


GOAL: Make a significant gift now

"I want to make an immediate gift to George School and realize the maximum tax benefits from this charitable contribution."

METHOD: Make an outright donation of cash or appreciated securities or property.

Tell me more about Outright Gifts


GOAL: Make a significant gift later

"I want to make a significant gift to George School but I need all of my assets for my current needs and for reserves for unexpected contingencies."

METHOD: Include a bequest to George School as part of your estate plan.

Tell me more about Bequests


GOAL: Give George School what remains in my IRA or other retirement plans

"I've heard that my children may only inherit a small portion of my retirement plan assets. I want to use these tax burdened assets to make a significant gift to George School without limiting my use of these funds during my lifetime."

METHOD: Name George School as a remainder beneficiary of your IRA and other retirement plans

Tell me more about Gifts of Retirement Assets


GOAL: Establish a gift plan now that will provide me with income and some immediate tax benefits

"I need to receive an income from my assets for the rest of my life, or for a period of time, but I want to establish a specific gift plan for George School now that will provide me with income and some immediate tax benefits."

METHOD: Establish a Charitable Gift Annuity; participate in the Pooled Income Fund; or establish a Charitable Remainder Trust.

Tell me more about Charitable Gift Annuities
Tell me more about the Pooled Income Fund
Tell me more about Charitable Remainder Trusts


GOAL: Establish a gift plan that will benefit George School now and my heirs later

"I would like to make gifts to George School for a period of years and then pass on a sizable, appreciated inheritance to my heirs."

METHOD: Establish a Charitable Lead Trust with George School receiving current trust distributions and your heirs receiving the trust principal plus growth after a period of time.

Tell me more about Charitable Lead Trusts