Shipley Students

How Will You Leave Your Legacy?

A planned gift allows you to make charitable gifts, continue to meet your current income needs, and take advantage of current tax incentives. With your help and the help of thousands of fellow alums, the Shipley School will continue to honor our commitment to educational excellence.

Supporting Shipley is easy. You can name the school in your will, fund a Shipley charitable gift annuity and receive a steady stream of income, or choose from a wide array of giving options that align your philanthropic goals with your everyday interests.

You have choices. Let us help you make the gift that’s right for you. Begin a confidential, no-obligation conversation to start this journey with us.

Legacy Society

The Centennial Society, established in 1994 in honor of Shipley's Centennial year, honors those who kindly provide a future gift for the Shipley School. Gifts of all sizes combine to play a critical role in supporting faculty compensation and student financial aid for generations to come.

The most straightforward way to become a member of the Centennial Society is to name Shipley as a beneficiary of your retirement account or as a beneficiary in your will or trust. Sample bequest language below will help you complete your plans. Other planned gifts might include life income gifts, such as charitable gift annuities, charitable remainder unitrusts, or gifts of life insurance.

Please allow us to thank you and welcome you by letting us know you have included a gift to The Shipley School in your future plans, or if you'd like to do so.

 

View Centennial Society Members

The Most Popular Planned Gifts

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Beneficiary Gifts
Retirement Accounts

Naming The Shipley School as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts That Pay You
Charitable Gift Annuity

You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to The Shipley School that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too

Current Gift Options

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Charitable IRA Rollover
Charitable IRA Rollover

Naming The Shipley School as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Property
Real Estate and Other Valuables

Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.

Let's Talk

There are many giving options available to you, such as naming The Shipley School as a beneficiary in your will and charitable gift annuities that provide steady income for you and your family during your lifetime. For more information, please find our contact info below, or submit this form.

Make a Gift


Contact Us

Josephine Burri, CFRE
Director of Development
610-581-4650
jburri@shipleyschool.org

If you are working with a professional advisor or advising a donor, here's a useful guide for including The Shipley School in a charitable estate plan.

Download Advisor Guide