Planned Giving

Aerial of stadium at sunset

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. 


Sincerely,
Jenny McHugh ’84
Director of Development
215-247-7161
jmchugh@sch.org

SCH Heritage Society Logo

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

Disclaimer: The material presented on this Planned Giving website is not offered as legal or tax advice. Neither The Springside Chestnut Hill Academy School nor any of its employees are engaged in legal or tax advisory service. Always seek the advice of legal counsel or another appropriate professional before making a decision regarding an estate-related gift. The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts. We do not collect or store any sensitive information through this website. When you send us an email, just remember that like any other email it is not secure, and therefore you should refrain from sending sensitive data such as social security numbers, credit card numbers, bank routing numbers, and the like.