Legacy Giving
Include River Valley in your estate planning and make a lasting impact on the school.
If you would like to become a member of the Planned Giving Society by making a gift through a bequest, an annuity, or a trust please contact Allegra Ketchum, Advancement Director at (610) 982-5606.
If you have already included River Valley in your estate planning, please let us know so that we can recognize you as a member of our Planned Giving Society. Call Allegra Ketchum at (610) 982-5606., or email at aketchum@rivervalleyschool.org.
You can make a planned gift in numerous ways, many of which can benefit the donor as well as the School.
Bequests – Gifts in your will or trust
You can leave a lasting legacy by naming a bequest to River Valley in your will. You may include the School in your will by leaving a percentage of your estate, a specific dollar amount, or by naming River Valley as the residual beneficiary. Estate taxes may be reduced by making such a bequest.
Life Insurance
Give a policy you no longer need to River Valley. If you have more insurance coverage than you need, you may consider giving River Valley a paid-up policy. By transferring ownership of your policy to River Valley, you receive a charitable income tax deduction equal to the policy’s cash surrender value or cost basis, whichever is less.
Retirement Plans
You can name River Valley as a beneficiary of your retirement fund or other bank account. Since most beneficiary designated assets are not subject to probate, your gift will pass directly to River Valley and have an immediate impact on the school. To designate River Valley as your beneficiary, contact your retirement plan administrator, investment fund custodian, or bank for a change-of-beneficiary form.
Charitable Remainder Trusts
A charitable remainder trust, or CRT, provides you or those you select a life income from assets you use to create it. At the end of the trust term, the balance in the trust goes to River Valley. Charitable remainder trusts may offer you tax benefits and the option for income.
By setting up a Charitable Remainder Trust, you can achieve tax benefits up front, maintain cash flow, and leave a legacy through future support of River Valley.
To make your gift, please contact Allegra Ketchum, Advancement Director at (610) 982-5606 or email at aketchum@rivervalleyschool.org.
