Planned giving is a way of making a valuable contribution to The Walker School and enjoying personal financial benefits, too. By including Walker in your estate planning, your gift has a long-lasting impact on the school. The ideas outlined in this section are ways to make meaningful gifts to Walker.
All friends of the school who notify us of their intentions to include Walker in their estate plans become members of the Father Joseph T. Walker Society. Named for our beloved founder, membership in the Father Walker Society recognizes the extraordinary commitment planned giving donors have made to ensuring that current and future students benefit from their legacy of generosity for years to come.
Some examples of common planned gifts are below. We do, however, realize that everyone's financial circumstances are unique and are happy to discuss your wishes on a confidential basis. For further information or if you have questions, feel free to contact the professionals listed on the right side of this page.
Gifts of appreciated securities can be one of the easiest and most advantageous ways of giving. If your gift of stock is one that you have owned for more than one year, you may deduct the full fair market value of the stock as a charitable contribution while bypassing all capital gains taxes. Consult your financial advisor or contact the Advancement Office.
Bequests are a thoughtful, creative way to make gifts to Walker. After providing for your family, you can ask your attorney to include a gift to your extended Walker family by specifying a dollar amount, property, or percentage of your estate in your will or living trust. Consult your attorney or financial advisor or contact the Advancement Office.
Charitable Trusts are mutually beneficial for both you and the school. By creating a unitrust or annuity trust you receive an income during your lifetime. By transferring a portion of your assets to a charitable organization, you may reduce your estate and consequently reduce your capital gains taxes on the assets while establishing a regular stream of income paid to you. Consult your attorney or financial advisor and contact the Advancement Office.
The gift of life insurance is a sensible, generous way of giving to The Walker School. To qualify, The Walker School needs to become the owner and beneficiary of the policy. Ongoing premiums paid on a gifted life insurance policy may qualify for charitable deductions. Consult your financial advisor and contact the Advancement Office.
Naming The Walker School as a primary or contingent beneficiary on a retirement account is an easy way to make a planned gift to the school. A simple beneficiary designation form or online designation is generally all it takes to include the school in your estate plans utilizing one or more of your retirement accounts. Consult your attorney or financial advisor or contact the Advancement Office.
It is important to seek advice from your legal and tax advisors when pursuing any of these plans. The above information is not intended as legal, accounting or other professional advice. Charitable gifts to The Walker School are tax deductible as allowable by law. Our tax ID number is 58-0940220.