Making a planned gift shows your support of Greenhill and our mission while accommodating your personal, financial, and philanthropic goals. Your thoughtful planning can leave a long-lasting legacy on our students, faculty, programs, campus, and Greenhill as a whole.
When you name Greenhill School as a beneficiary of your will, estate plans, or other legacy gift, you join others who have reinforced Greenhill’s legacy in the Fulton Society. Named after our inspirational founders, Fulton Society members help ensure that a Greenhill education is available for future generations.
If you have made a legacy gift, please let us know so that we can include you in periodic Fulton Society communication and events.
Fulton Society Members
Randi & Shep Barnes
Doug Box '76 & Marla Savant-Box*
Lael '86 & Peter Brodsky
Lucinda & Lyne Carter
Darcie Bundy & Ken Cohen
Pauline* & Jerome K. Crossman*
Marcia Ellis
Beatrice* & Patrick Haggerty*
Lynn & Dave Harnden '67
Rick Harnden, Jr., Ph.D. '63 & Virginia Harnden
Donald Isaacson
Susan Kasten
Edwin* & Marcea Lloyd
Allana & Zach Luterman '90
Jane & Mike Nicolais
Michelle & Warren Park
Drew* & Sam Parham*
Sally & Tom Perryman '81
Sarah & Tom Rogers
Molly Fulton Seeligson '60 & John Seeligson
Rebecca & Tony Shuman
Nicky Perry & Andrew Stifler
Joanne & Charles Teichman
Elaine Velvin
Natalie & Michael Waldman '98
Carl Westcott
Jimmy Westcott
*Denotes donor is deceased
Planned and Legacy Gift Options
Wills & Living Trusts
Include Greenhill in your Will or Trust by designating a specific dollar amount or percentage of assets to the School. Your gift benefits Greenhill after your death and doesn’t impact your current cash flow. You may receive a deduction on estate taxes and help to secure Greenhill’s future.
Legacy gift - Fulton Society eligible
Beneficiary Designations
Name Greenhill as a beneficiary of your IRA, 401(k), 403(b), or other qualified retirement plan. If left to other heirs, these assets may be subject to income and estate taxes, but designating Greenhill as a beneficiary can decrease taxes. During your lifetime, you have full use of the funds.
You can also name Greenhill as a beneficiary of a life insurance policy, allowing you flexibility during your lifetime and reducing taxes at death while providing important support for Greenhill’s future.
You may also want to consider adding Greenhill as a beneficiary of your savings account, checking account, life insurance policy, or donor-advised fund.
Legacy gift - Fulton Society eligible
Charitable Gift Annuities
Make a gift to Greenhill and receive fixed payments for life, a charitable deduction, and partially tax-free income. Setting up an annuity allows you to support the work of the School while maintaining financial security for the annuitant during life.
Legacy gift - Fulton Society eligible
Charitable Remainder Trusts
Charitable remainder trusts allow donors to make a significant gift of cash, securities, or other property to the trust, and receive reliable payments for life. Gifts to a qualified charitable trust provide the donor an income tax deduction and avoids capital gains tax on the transfer of the asset. When the trust terminates, the remainder is directed to Greenhill.
Legacy gift - Fulton Society eligible
Charitable Lead Trusts
Establish a trust that pays either a fixed or variable amount to Greenhill each year for a set period of time. At the end of that period, the trust balance returns to the donor or other beneficiary. This option allows you to support Greenhill with regular payments while benefitting you or your family when the trust terminates.
Appreciated Securities
Transfer securities that have appreciated in value to Greenhill and receive an income tax deduction for the fair market value of the securities and pay no capital gains tax.
Qualified Charitable Distribution
If you are 70 1/2 or older, you may give up to $105,000 from your taxable IRA each year to a public charity such as Greenhill. Taking advantage of this option counts toward the minimum withdrawal requirement from your account each year and may reduce your taxable income. Also known as a QCD or IRA charitable rollover.
Gifts of Life Insurance
Transfer ownership of a paid-up life insurance policy and potentially receive an immediate income tax deduction based on the value of the policy at the time of transfer.
Donor-Advised Funds
Contribute to a tax-exempt fund at a sponsoring organization such as a community foundation, then recommend contributions to Greenhill whenever you wish. You will receive an income tax deduction when you contribute to the donor-advised fund (DAF) and have the flexibility to support charities of your choice, in an easy, cost-effective way.
Contact
For inquiries about planned giving or to inform Greenhill School about a legacy gift, please contact: