A Planned Gift ensures that Springside Chestnut Hill Academy will continue to be strong and financially secure into the future. It can also bring financial benefits to you and your family. Planned Gifts enable you to provide for your family and allow you significant charitable deductions, generate lifelong income, convert low-yielding assets into a higher income stream, and reduce or eliminate capital gains and estate taxes. Planned Gifts play a critical role in ensuring that Springside Chestnut Hill Academy will continue to provide superior educational opportunities for future generations of young women and young men.
Make a Planned Gift
The Heritage Society (the school's planned giving society) was established to recognize and promote the benefits of bequests, life-income gifts, and other tax-wise giving arrangements.
Planned gifts may take the form of any of the following:
- Retirement Assets (IRAs)
- Charitable Gift Annuities
- The Pooled Income Fund
- Charitable Lead Trust
- Charitable Remainder Trust
- Gifts of Appreciated Securities
- Gifts of Real Estate
Thank you for considering a planned gift. You may wish to discuss your situation with legal and tax advisers to determine the most advantageous and appropriate gift according to your circumstances. Please contact Jenny McHugh
so that she can assist you.
We are happy to meet with donors and their financial advisors to help design the most advantageous ways of giving. For more information about Springside Chestnut Hill Academy’s Planned Giving programs and membership in The Heritage Society, please contact: