How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

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A Gift to St. Paul's School for Girls

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.

I have made revocable gift commitments for St. Paul's School for Girls as follows (check all that apply):

Bequest Approximate value: $_______________

Life Insurance Policy Approximate value: $_______________

IRA or other retirement plan Approximate value: $_______________

Other asset Approximate value: $_______________

Recognition (Select one.):

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

________________________________________________
Date

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Name (please print)

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Signature

________________________________________________
Date

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Name (please print)

Contact information—representative of my estate:

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Name

________________________________________________
Telephone

________________________________________________
Role

________________________________________________
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.