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Planned Gifts

An important way to support The Ursuline School is to include it when making your financial plans. Some gifts can be of immediate benefit to TUS; others can be ongoing or deferred. By including Ursuline in your philanthropic plans, you may receive tax benefits, an income stream, as well as the peace of mind that often comes with leaving an important legacy.

Some gift planning options are:

Outright Gift of Cash, Securities, Real Estate

Outright gifts can include cash, appreciated stock or real estate, or tangible property/equipment.


Bequest

In writing your will or living trust, you can specify The Ursuline School in New Rochelle, NY as sole or partial beneficiary of your estate.

Trust

Trust vehicles can be established to transfer cash, securities, and/or property and can be established to provide an income stream to you or your beneficiaries.

Life Insurance

The Ursuline School can be named as a beneficiary on a life insurance policy.


Honor or Memorial Gift

A gift to Ursuline may be given in honor of a living person, to memorialize someone who is deceased, or to commemorate a significant event. Honor and memorial gifts are an excellent way to pay tribute to and perpetuate the ideals of the named person or event. Families of those honored or memorialized will be notified of the donor’s gift.

Donors should consult their financial advisor to determine the most suitable planned giving opportunity.


For more detailed information about The Ursuline School’s planned giving opportunities and needs, please contact Maureen A. Corbett, Director of Special Events and E-Commerce at 914-636-3950 ext. 285 or corbettm@urslinenewrochelle.org.

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THE URSULINE SCHOOL   |   1354 NORTH AVENUE   |   NEW ROCHELLE, NY 10804-2192 © 2013
A Catholic, college preparatory school for girls, grades 6 through 12
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