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Planned Giving

Students come to us eyes wide, hearts open, and minds eager to learn. Eight years later they graduate even more so.

The 1977 Society recognizes the generosity of Glen Urquhart parents, past parents, alumni, grandparents and friends who have chosen to remember the School in their estate plans through a will, trust or other planned gift arrangement. You can become a member of The 1977 Society by including GUS in your estate plans and advising the School of your thoughtful commitment.

A planned gift is any current or deferred charitable gift that is designed, usually with professional advice, to optimize a donor’s financial, tax and estate plans while helping to guarantee the long-term financial security of one or more charitable institutions. Planned gifts provide the resources that create extraordinary opportunities and preserve our future.

A brief description of some of the ways to plan a gift to Glen Urquhart School is listed below. Once you have made a decision to include the School in your estate plans, please contact Martha Delay at 978 927-1064 ext. 117 or so that we may include you in The 1977 Society. In depth technical material and some professional advice is available by contacting the Advancement Office, although GUS does not offer any legal or tax advice, and you should always consult with your own professional advisors before implementing any planned giving strategy.

Placing a specific bequest in your will or trust for GUS

Naming GUS as a beneficiary of your retirement plan account (IRA, 401 (k) or 403 (b)

Naming GUS as the beneficiary of a life insurance policy

Making a gift to GUS from a family foundation or a Donor Advised Fund

Naming GUS as the remainder beneficiary of a Charitable Remainder Trust

Naming GUS as the current beneficiary of a Charitable Lead Trust