Planned Giving

The long-term nature of a planned gift provides a legacy Lowell can count on in planning for the future. Through planned giving, it is no longer just the very wealthy who can leave a legacy and take advantage of the significant tax benefits to their estates.

How you can leave a legacy for Lowell in your will:

  • Name a lump sum amount to go to Lowell.
  • Leave a percentage of your assets to Lowell, or a percentage of your residual estate after payment of specific bequests and estate expenses.
  • Leave appreciated securities such as stocks or bonds, personal property such as jewelry and art, or real property in marketable condition.
  • Name Lowell as a beneficiary of an individual retirement fund or pension plan.
  • Name Lowell as a beneficiary of a life insurance policy.

Other forms of gifts:

  • A charitable remainder trust gives the donor the opportunity to donate assets to Lowell and continue to receive the income from them for life.
  • A charitable lead trust can provide immediate cash to the school for a designated term, while retaining ownership of the asset by the donor or his designee.

Planned Giving

When planning and executing a bequest of this nature please talk to your financial advisors and attorneys about what is best for you. There can be significant tax benefits to your estate. If you should decide to honor Lowell with a bequest or you need additional information, please contact Wendy McGrath, Director of Development, at 202-577-2003 or wmcgrath@lowellschool.org.