Planned Giving Opportunities at SCH Academy
Welcome to Legacy Giving at Springside Chestnut Hill Academy where you can explore ways to establish an enduring legacy through an estate-related gift. We cordially invite you to join our Heritage Society, the special circle of visionary donors who are securing the future of this great school through generous bequests and other planned gifts. Call us or email us for a confidential conversation about your options. We’re here to help. We’re happy to work with you and your professional advisors on the best way for you to accomplish your wishes.
Jenny McHugh ’84
Director of Development
The heritage Society
The Heritage Society was established to honor all those who have taken the special step of including Springside Chestnut Hill Academy in their long-term plans through a bequest provision in their will or trust, a life-income gift, or other estate-related giving arrangement. These important legacy commitments build Springside Chestnut Hill Academy’s permanent endowment and are foundational to the school’s future.
an enduring legacy
GIFTS THAT COST YOU NOTHING NOW
GIFTS THAT PROVIDE INCOME
SCH Academy offers a variety of gift structures that provide you with income for life or a term of years as well as substantial tax benefits. At the end of the specified term, the remaining principal reverts to the School’s endowment or to a purpose you specify. These are called “Life-Income” gifts.
GIFTS OF NON-CASH ASSETS
When you are thinking about leaving a legacy to SCH Academy, consider the benefits of giving non-cash assets:
GIFTS THAT PASS MORE ON TO YOUR HEIRS
for professional advisors
The Development Office at The Springside Chestnut Hill Academy School is staffed and supported by knowledgeable charitable gift planning professionals. We actively encourage prospective donors to consult with their professional advisors before making decisions based on information we provide. We welcome the opportunity to work with you as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Please feel free to contact us directly for information or assistance on a confidential basis.
Legal Name: Springside Chestnut Hill Academy
Tax ID Number: 23-1352681
DTC Number: 0221
Incorporated in: Philadelphia, PA
Planning your estate and legacy for future generations takes careful evaluation. Consulting with the appropriate professionals can assist you. Discussing your charitable intentions with us can lead to a much better result than going it alone, and will ensure that your gift is used just as you intend.
We can give you valuable information about creative giving techniques, including those mentioned in these planned giving pages. We can also provide you with detailed financial illustrations of the projected benefits of specific gift plans.
To record your commitment and qualify for membership, simply fill out and return our Confidential Membership Form.
Contact Jenny McHugh, Director of Development, for a confidential conversation about your goals!