A practical way to make a planned gift to St. Paul's School for Girls is to include St. Paul's in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include St. Paul's in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, St. Paul's will have an opportunity to recognize your generous support in your lifetime.
Information provided to signify your bequest intention to St. Paul's will remain completely confidential unless you authorize St. Paul's to publicize your gift. St. Paul's understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.
Bequest Approximate value: $_______________
Life Insurance Policy Approximate value: $_______________
IRA or other retirement plan Approximate value: $_______________
Other asset Approximate value: $_______________
I/we accept membership into the Ivy Society (recognition society for donors who have included St. Paul's School for Girls in their estate plan). Please publish my/our name(s) among your lists of Ivy Society members.
Please clearly print the text as it should appear: _____________________________________________
Please do not list my/our name(s) publicly.
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Signature
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Date
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Name (please print)
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Signature
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Date
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Name (please print)
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Name
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Telephone
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Role
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Email
I have attached documentation from my will, retirement plan, life insurance policy, or trust.
If your gift is for a percentage of your estate, rather than a fixed amount, St. Paul's will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.