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Giving

Planned Giving

A planned contribution is a special gift of meaning and significance

A Society to Recognize Planned Giving

In 1987, a group of alumnae and friends of Kent Place made the historical decision to create a new society, named the Heritage Society, to recognize and honor those individuals who have included Kent Place in their bequests or estate plans.

 

By 1989, the group of 21 alumnae and friends of Kent Place became the charter members of the Heritage Society. Over the last two decades, many others have shared the vision to leave a lasting legacy to Kent Place School.

 

A Planned Gift

How does a planned gift differ from other giving such as support for the Annual Fund? A contribution to the Annual Fund is a direct gift of cash, securities or other assets that are available for immediate allocation to support the daily operations of the school. Planned gifts generally don’t require an immediate obligation for the donor during his or her lifetime. They provide a special opportunity to arrange for future support of the school by a provision in a donor’s estate plan through a will, trust, retirement plan, life insurance policy or real estate.

Benefits to Donor
  • A bequest has no effect on current living situation.
  • A planned gift can reduce estate taxes.
  • A planned gift may be designated for endowment of specific program.
  • Enjoy personal satisfaction of having done something of particular meaning for you.
  • Receive recognition as a member of the Heritage Society at Kent Place.
From our Donors

“I applaud the school’s enormous success in educating young women. This is a marvelous way to express my gratitude and I am proud to be a member of the Heritage Society.”
– Barbara Wight Biddison ’30, former staff member and honorary trustee

 

“I received an incredible education, a solid foundation for life and lifelong friendships, and in appreciation, I wish to give back to see future generations of students succeed and reach their highest potential.” – Betsy Busch Crosby ’66, honorary trustee

Making a Planned Gift
If you are interested in making a planned gift, please consult your financial advisor or estate lawyer. You are also welcome to contact the Office of Development & Alumnae Relations at (908) 273-0900, ext. 213 to discuss the various options or obtain more information about the Heritage Society.
Heritage Society Brochure