Planned Giving
How will you leave a legacy?
Learn how leaving a legacy with Morristown Beard School can help support the causes you care about while continuing to meet your current financial needs.
Leegacy
Reach Your Philanthropic and Financial Goals with Planned Giving
A legacy gift enables you to support Morristown Beard School, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Morristown Beard School in your will or trust, naming MBS as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support MBS for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you.
Request a confidential, no-obligation conversation to get started.
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Join 1891 Founders Society
When you make a gift to Morristown Beard School from your will or trust, you’ll be welcomed into the 1891 Founders Society and join other supporters and friends of our important mission. All members of the 1891 Founders Society are invited to the annual Donor Reception each fall, receive a welcome packet, and are listed in our annual report of giving.
- Anonymous Member
- Ms. Susanne K. Albert ’54 *
- Mr. C. Ingersoll Arnold ’35 *
- Mr. Joseph B. Baker ’65
- Mrs. Eleanor Folsom Barschall ’39 *
- Mr. Bill Birch, Jr. ’58
- Mr. Warren Bobrow ’80
- Mrs. Penelope Probert Boorman ’51 *
- Mr. William W. Bride III ’54 *
- Mrs. Nancy "Taz" Tasman Brower ’47 P ’86*
- Mrs. Judith Stanley Burks ’51 *
- Mrs. Jay Topping Campbell ’52 P ’82, ’84 *
- Mary Ellen Campbell P ’72, ’78
- Mr. Christopher W. Closs ’66
- Ms. Jane V. N. Conger ’39 *
- Mrs. Ellanita Geier Cunningham ’35 *
- Mrs. Emma Joy Linen Dana ’49 *
- Mr. George L. de Schweinitz, Jr. ’41 *
- Mr. Andrew G. Dick ’78 *
- Mrs. Elizabeth White Drobac ’39 *
- John and Susan Egan P ’08, ’10
- Mrs. Jean Sundstrom Farrell ’48 *
- Mrs. Barbara Von Broock Greer ’49 *
- Mrs. Michele and Mr. David V. H. Hedley ’64 P ’87, ’90, ’97
- The Hancsin-Hedley Joint Trust
- Barbara Hallock Hendrick ’46
- Mrs. Elizabeth Agate Jamieson ’48
- Mr. Peter R. Kellogg P ’89, GP ’26
- Mrs. Katherine Crowley Kelly ’42 *
- Mrs. Doris Spence Kennedy ’33 *
- Mr. Allan P. Kirby, Jr. ’49 P ’75, GP ’01 *
- Mr. C. Edward "Ted" Lawson ’62
- Mr. Richard B. Lichtenstein ’52 *
- Dr. Caro E. Luhrs ’52
- Mr. Owen R. Marshall II ’61 *
- Mr. Douglas A. J. Mockett ’58
- Mary Foster Orben ’55
- Betsy Patterson P ’14, ’16, F/S
- Mrs. Virginia Hassell Pilon ’54 *
- Mr. Henry Potts ’48 *
- Mrs. Anne Mitchell Radwell ’40 *
- Mr. William W. Rooke P ’75, ’81, ’85*
- Debra and William Roth P ’09, ’10
- Ms. Louisa B. Sargent, Esq. ’86
- Carol Selman ’64
- Mrs. Emmy Lou Lehman Smith ’56
- Mr. Robert E. Talmage ’53 *
- Mr. Courtney Taylor P ’11
- Mr. and Mrs. John H. Taylor P ’06, ’10
- Mr. Frank W. C. Timson, Jr. ’57 "Tim"
- Miss Sally C. Walker ’46 *
- Mr. Finn Wentworth ’76
- Mr. Justin Whiting III P ’61 *
- * Deceased
Giving Options
How to Give
Not only do you have options for how your gift to Morristown Beard School will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
General Bequest
Gifts From Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Learn More about Gifts From Your WillCharitable Gift Annuity
Fixed Payments for Life
Support our mission and receive fixed payments for life with a charitable gift annuity. This simple contract benefits you and our organization.
Learn More about Charitable Gift AnnuitiesDonor-Advised Fund
Flexible Giving Account
Recommend grants to support our mission from your donor-advised fund. Enjoy immediate tax benefits and the flexibility to give when it works for you.
Learn More about Donor-Advised FundIRA Charitable Rollover
Tax-Free Gifts From Your IRA
If you are
Life Insurance
Gift of Life Insurance
Name our organization as a beneficiary of your life insurance policy and make a significant impact with a simple designation.
Learn More about Gift of Life InsuranceReal Estate
Gift of Property
Donate real estate such as a home, vacation property, or land to support our mission and receive potential tax benefits.
Learn More about Gift of PropertyRetirement Assets
Gift of Retirement Assets
Designate our organization as a beneficiary of your retirement plan to support our mission and reduce potential taxes for your heirs.
Learn More about Gift of Retirement AssetsAppreciated Securities
Gift of Stock
Give appreciated stocks or mutual funds and potentially eliminate capital gains tax while supporting our mission.
Learn More about Gift of StockOther Options
Other Planned Giving Vehicles
There are many other ways to support Morristown Beard School through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit Morristown Beard School, while at the same time preserving the benefits of those assets for you and your family.
Contact Us to Discuss Your Options