Laurel School Planned Giving

L E G A C Y for S C H O L A R S H I P

L E G A C Y for FA C U LT Y

“COMES A

GRATEFUL PRAISE” L E G A C Y for L A U R E L

L E G A C Y for L A U R E L

A PROMISE for T H E F U T U R E As alumnae, parents and friends who love Laurel School, we have the power

to strengthen and protect the School’s future. In our small community, even a modest gift can make an enormous difference.

A planned gift is simply a gift promised in the future. The material things we’ve worked for—personal property, assets like retirement funds and insurance policies—are the tools of charitable gift planning, tools that allow you to express what you value and want to support. Planned gifts can also provide you with valuable tax benefits or possibly an additional source of income for life with a charitable gift annuity.

It’s easy to designate Laurel School or any of its programs or spaces as a recipient of a gift in your estate. Ask your financial advisor, or call us at 216.455.3033 and speak confidentially with a development officer, or email us at Legacy@LaurelSchool.org.

L E G A C Y for L A U R E L

TA K E T H E S E S T E P S WHEN MAKING A PLANNED GIFT:

“HAPPINESS AND TRUEST FRIENDSHIP IN HER PORTALS DWELL.”

As a donor to Laurel School, you are in

control of how your gift has an impact.

We can discuss with you the School’s programs and goals to help you decide on a purpose that would be meaningful to you or your family, or leave your gift unrestricted so we can apply it toward the areas of greatest need. We are here to assist you in planning how to achieve the greatest benefit for you, your family and the faculty and students at Laurel School.

When you inform us of your planned gift intentions, you become a member of Legacy for Laurel, which allows us to recognize you appropriately for your generosity, foresight and dedication.

As a member of Legacy for Laurel, you will be invited to events that connect you with other supporters where you can be recognized for your important commitment.

• Contact your attorney and your financial advisor. Let them know you are considering a planned gift to Laurel School.

They can best assist you in determining what type of gift suits your personal and financial circumstances.

• Contact Laurel School’s Development Office at 216.455.3033 or Legacy@LaurelSchool.org for more information about your options. We can provide you with sample language for bequests or show you how you could structure specific gifts.

• Be sure to talk to your family

and friends about your plans and personal wishes in addressing family needs as well as your legacy gifts.

This is not professional legal or tax advice.

Consult your legal and tax advisors regarding your specific situation.

Laurel School is a 501(c)(3) charitable and educational organization.

Contributions to Laurel School are taxdeductible to the extent provided by law.

To inspire each girl to fulfill her promise and to better the world.

L E G A C Y for L A U R E L

Development Office One Lyman Circle Shaker Heights, Ohio 44122 LaurelSchool.org/Legacy 216.455.3031

S H A K E R H E I G H TS , O H I est. 1 896

Photography: DOWNIE PHOTO Copyright © 2020 Laurel School.