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Types of Planned Gifts

 

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:

The Advancement Office can provide you with information about the many ways of giving to The Ursuline School, however we always recommend you discuss with a lawyer or financial advisor.

  • OUTRIGHT GIFTS OF CASH, SECURITIES, REAL ESTATE

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

  • 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.

  • HONOR OR MEMORIAL GIFTS

    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.

  • LIFE INSURANCE

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

  • BEQUEST

    Any asset may be transferred to Ursuline by bequest. The gift may be made under your will, through a trust, or by designating The Ursuline School as a beneficiary of a life insurance policy or retirement plan.  Those who make Ursuline a beneficiary of their estate are welcomed into The Legacy Society. 

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.