Giving vehicles
Online, via check, via a family foundation, grant or donor advised fund. See more specific and tax advantages opportunities below.
Securities
Donating appreciated securities (such as stocks, bonds, or mutual fund shares held for more than one year) can be a tax-efficient way to support GUS. Donors may be eligible for a charitable deduction based on the fair market value of the gift and may avoid capital gains tax on appreciated assets, subject to IRS rules and individual circumstances. Learn more here.
IRA Rollover Gifts
A gift from your Individual Retirement Account (IRA) made directly to Glen Urquhart School (GUS) may qualify towards your annual IRA required minimum distribution (RMD), allowing you to donate up to $100,000 (as of 2026) while avoiding taxation on the distribution. Learn more here.
Matching Gifts
Matching Gifts from your employer are a wonderful way to double or even triple your support. Please contact your employer to inquire if they will support GUS through a matching gift program.
Planned Giving
The 1977 Society recognizes the generosity of those 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 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 Danielle Figueira at 978 927-1064 ext. 117 or dfigueira@gus.org so that we may welcome you to The 1977 Society.
Potential planned giving tools:
Naming GUS as a beneficiary of any of the following:
Specific bequest in your will or trust
Retirement plan account (IRA, 401 (k) or 403 (b)
Life insurance policy
Charitable Remainder Trust or Charitable Lead Trust
Gifts from family foundation or a Donor Advised Fund
Restricted Funds
Generous GUS families past and present have created several restricted funds in honor of beloved GUS faculty and/or in memory of their loved ones. If you are interested in contributing to the general endowment or to any of these restricted funds, or if you would like additional information, please contact Danielle Figueira dfigueira@gus.org. New funds may be created for special purposes with a minimum threshold of at least $50,000.
In-Kind Gifts
In-Kind gifts are gifts of goods and services and are greatly appreciated and accepted on a discretionary basis.
Faculty + Staff Tribute Gifts
Ask any GUS grad what they remember about their experience and they will share a memory about someone who inspired them. Someone who challenged them. Someone who nurtured their potential and self-confidence. Tribute gifts represent a meaningful endorsement of the role our faculty play in forming students into civic-minded young people who are well prepared for the next chapter after GUS. Even if the teacher who stands out in your mind has since retired from GUS, we will notify them that a gift was made by you or your family in their honor.
This material is provided for informational purposes only and should not be considered legal, financial, or tax advice. Please consult your attorney, tax advisor, or financial professional regarding your individual circumstances.
Gifts of cash may be made in the form of a check payable to “GUS” and mailed to 74 Hart Street, Beverly MA 01915.