Planned Giving

So, you appreciate Birchwood. You understand what we do, and you would like to support our students and our mission. You would like to make a meaningful gift, but other gift options do not make the impact you want. Consider a planned gift.

Planned Giving at Birchwood

These gifts give you the opportunity to increase your support while making little impact on your day-to-day financial operations. These are particularly good options for grandparents or those planning for retirement. Consider that:

  • You don’t have to use cash to make your gift. Instead, you can donate appreciated securities, and use an asset whose cost is less than the tax deduction you’ll get for it.
  • You may be holding assets that would benefit Birchwood School of Hawken more than they do you: such as a life insurance policy that you no longer need or a collection of books or artwork, even furniture that you no longer have room for in your home.
  • You can make a gift that costs you nothing during your lifetime: make us a beneficiary of your will or revocable trust while leaving your cash flow and current financial planning uninterrupted.

If you are interested in making a planned gift, contact Laura Giust at lgiust@birchwoodschool.org or 216-251-2321 for more information.

Donate Now

photoPlannedGiving