Giving

Planned Giving

Gift planning will allow your philanthropic commitment to Emma Willard School to live on and foster in future generations of young women the habits and qualities of leadership to serve and shape their world.

Planning ahead can help you to craft win-win solutions for you, your family, and Emma Willard School. You are invited to explore this website and imagine your legacy. When you are ready, contact a member of our team for specific details about a gift tailored to your needs. 

Many members of The Sage Society have defined their Emma Willard legacy in ways they might not have thought possible. We look forward to working with you.
With gratitude,


 
Ann Dejnozka
Head of Advancement

List of 10 items.

  • Bequests

    Did you know the easiest and lowest-cost way to make a meaningful gift to Emma Willard School is to provide for the School in your will or revocable trust?
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  • Beneficiary Designation

    OF RETIREMENT ACCOUNTS AND OTHER FUNDS
    Designating Emma Willard School as a beneficiary of all or a part of your qualified retirement plan or IRA is the most tax-efficient way to fund a charitable gift from your estate.
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  • Charitable Gift Annuities

    Would you like to make a gift to Emma Willard and at the same time ensure reliable income for the rest of your life and receive a large current tax deduction?
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  • IRA Charitable Rollover Gift

    While there have been many recent changes to the tax law, the Charitable IRA Rollover provision has remained permanent law. Donors continue to be able to take advantage of this opportunity to support their favorite charities, have the gift(s) count against their required minimum distribution, and not have the amount included in their income. This is especially valuable for donors who do not itemize their tax deductions, as well as high income earners who lose the full value of their itemized deductions.
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  • Life Insurance

  • Real Estate

    Often donors overlook the opportunity to use real estate to create their lasting legacy at Emma Willard School. Giving options range from an outright gift now to making a gift of real estate by a bequest. Let’s explore the options.
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  • Appreciated Securities

    Over the last decade the stock market has risen more than 225%, making a gift of long-term (owned more than one year) appreciated securities more tax advantageous than giving cash for most taxpayers.
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  • Trusts

    A trust is a legal agreement that allows you to make a significant gift to Emma Willard School while providing income to you and/or any other trust beneficiary you select based upon a life, lives, or for a term of up to 20 years.
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  • The Sage Society

    Margaret Olivia Slocum Sage became one of America’s great philanthropists in the early 20th century, and was among the first American women to use her wealth for the public good.
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  • For Advisors

    We welcome the opportunity to work with you to assist your clients with their charitable intentions or as you administer their estate gift.
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Need more information?

If you would like more information on how to incorporate Emma Willard School into your financial plans, please contact Jack Sise, Director of Gift Planning, by email at jsise@emmawillard.org or by phone, 518-833-1831.
285 Pawling Avenue, Troy, NY 12180 | P: 518.833.1300 F: 518.833.1815
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Welcome to Emma Willard School, a private day and boarding high school for girls in Troy, NY, and a leader in girls' education for over 200 years.