Support Shipley
Planned Giving
How Will You Leave Your Legacy?
A planned gift allows you to make charitable gifts, continue to meet your current income needs, and take advantage of current tax incentives. With your help and the help of thousands of fellow alumni, The Shipley School will continue to honor our commitment to educational excellence.
Supporting Shipley is easy. You can name the School in your will, fund a Shipley charitable gift annuity and receive a steady stream of income, or choose from a wide array of giving options that align your philanthropic goals with your everyday interests.
You have choices. Let us help you make the gift that’s right for you. Begin a confidential, no-obligation conversation to start this journey with us.
The Most Popular Planned Gifts
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Gifts That Pay You: Charitable Gift Annuity
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to The Shipley School that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
>>>Download more information. -
Beneficiary Form: Retirement Accounts
Naming The Shipley School as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
>>>Download the Beneficiary Form -
Gifts From Your Will: General Bequest
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
>>>Download Bequest Language
Current Gift Options
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Gifts of Stock: Appreciated Stock
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
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Charitable IRA Rollover: Charitable IRA Rollover
Naming The Shipley School as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings. Download IRA Rollover Info
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Gifts of Property: Real Estate and Other Valuables
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future. Contact Us for Details
The Shipley School is a private, coeducational day school for pre-kindergarten through 12th grade students, located in Bryn Mawr, PA. Through our commitment to educational excellence, we develop within each student a love of learning and a desire for compassionate participation in the world.
