Major gifts in support of specific programs or projects, consistent with the needs and priorities of the school, are always encouraged. These gifts expand our program and enhance the learning of our students. Parents and friends are welcome to contact the Advancement Team or Head of School with any questions concerning major gift opportunities.
The Board of Trustees identifies areas in which the school program could be improved with additional facilities or funding. A Strategic Plan has been developed to guide decisions about future needs. Like any donation to GUS, these gifts are tax deductible and can be made at any time. For more information about capital funding or the Strategic Plan, please contact Martha Delay at firstname.lastname@example.org.
In addition to a General Endowment Fund, The Board of Trustees has created several restricted funds. 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 Martha Delay at email@example.com. New funds may be created for special purposes with a gift of at least $50,000.
The following is a list of these funds:
Alan H. Feldman Faculty Endowment Fund (Head of School 1984-90)
Augustus P. Loring Library Fund
Donald H. Grace Music Fund (Head of School 1990-94)
Harry Groblewski Fund for Visiting Artists (Head of School 1980-84)
Kelly Stotz Wyke Fund for Science Education
Leslie Marchesseault Fund for Diversity + Inclusion
Northrup-Warren Nature Fund
Raymond Nance Fund (Head of School 1997-2012)
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 firstname.lastname@example.org 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
Gifts of securities may be delivered or electronically transferred to the school. Donors of appreciated securities receive a double benefit in the year the securities are tendered. The full market value of appreciated securities is generally tax deductible on the date of delivery or transfer. In addition, IRS regulations permit donations in the form of appreciated securities to be exempt from all capital gains tax liability. Details on how to transfer securities are available through the Advancement Office.
Matching Gifts from an employer are a wonderful way to double or even triple support. Please contact your employer to inquire if they will support GUS through a matching gift program. View the list of Matching Gift Companies in Massachusetts.
In-Kind Gifts are gifts of goods and services and are greatly appreciated. Please contact the Advancement Office for more information on the donation of or tax deductibility of an in-kind gift.
Gifts of cash may be made in the form of a check payable to GUS.