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Planned Giving

Since Mrs. Susan Wetmore received the first endowment gift of a five dollar gold piece in 1901, Christ School has benefited from the generous individuals and families who have seen the school's goals as their own. These benefactors understand the importance of our mission and through their commitment to Christ School have helped strengthen the foundation that we are able to provide for the young men in our care.  More than 75 members of Christ School's community have included the school in their estate plans in some way, joining The David Page Harris Society, which recognizes those individuals who have informed the school of their planned gift.

Is planned giving for you too?  Think about which of the options below best suits your needs.

You can give, and –

MAKE A GIFT THAT COSTS NOTHING DURING YOUR LIFETIME.

A bequest in your will – Look at some approaches that have worked for alumni and friends of the school, complete with sample bequest language.

Giving with retirement plans
- Make a gift without changing your will by including Christ School in your IRA or 401(k) plan.

RECEIVE AN INCOME STREAM BACK FROM YOUR GIFT.

A secure lifetime income – A charitable gift annuity provides both fixed and secure lifetime payments, and a gift to the school.

PASS ASSETS ALONG TO HEIRS MORE EASILY, AT LOWER TAX.

Giving with retirement plans - Give part of your retirement plan to the school and save taxes, whether or not you are concerned about estate taxes. 

There are numerous tools available which enable you to leverage the financial, personal and social dimensions of your wealth to achieve your dreams and leave your lifeprints on the people and organizations you cherish. 

Please remember Christ School in your estate plans...and please tell us so that we may thank you.

Anonymous Notification (for advisors) (.pdf)

Confidential Notification (.pdf)

For more information, call Denis Stokes, Director of External Affairs,in the Advancement Office at (828) 684-6232 ext. 115 or email him at dstokes@christschool.org.

This website presents general information only and should not construed as legal financial, accounting, or other professional advice. Please seek professional assistance to determine how any giving approach discussed here might impact your situation.

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