Planned Giving

"We included DVFriends in our estate plan because the school enabled our son to enter college with a sense of accomplishment. If he remained in the public school system, he would have been lost among the 'underachievers'. The estate gift is our way of paying back for the good work done at this school." - Parent of a DV alum

“Annual giving through the Annual Fund, EITC, or Lighting the Way is a great way for people to support DV's greatest needs right now. Legacy giving is more deeply felt, a sense that you want this school to continue long past the time that you or anyone you know will benefit from it, because it's that important." - Former DV staff member

The Friends for the Future Society at DVFriends recognizes the vision and generosity of donors who have shown their commitment to our future by including the school in their estate plans. These donors have named the school as a beneficiary of a will, trust, retirement plan, life insurance policy, gift annuity, or other planned gift.

If you have included DVFriends in your estate plans, please let us know. We'd love to recognize your generosity during your lifetime and welcome you into the Friends for the Future Society, where your example may inspire others. Beneficiary designations and bequests are among the simplest planned gifts to make, with no gift minimums, no impact on your current income, and the flexibility to change your plans at any time.

Explore your Planned Giving options below:

Beneficiary Designations

You can name DVFriends as a full or partial beneficiary of your retirement plan, life insurance policy, or bank or brokerage account. Beneficiary designations are easy to update, require no attorney, and can be changed at any time. Because retirement assets are often heavily taxed when left to heirs, many donors choose to leave those assets to charity and pass other, more tax-efficient assets to their families.

Bequests

A bequest in your will is one of the simplest ways to support DVFriends while preserving your financial flexibility during your lifetime. You may leave a specific dollar amount, a particular asset, or a percentage of your estate, and you can revise your plans at any time. If you already have a will, your attorney can add a simple codicil, or include your bequest when creating a new will.

Charitable Gift Annuities

A Charitable Gift Annuity (CGA) lets you make a meaningful gift to DVFriends while receiving fixed income for life. In exchange for your gift, you (and/or your spouse) receive guaranteed payments, an immediate partial income tax deduction, and favorable tax treatment on a portion of those payments. The minimum gift is $20,000, and beneficiaries must be age 65 or older. For larger gifts ($100,000+), you may wish to explore a Charitable Remainder Trust with your attorney or financial advisor.

Please contact the Development Office at [email protected] or 610-640-4150, ext. 2153 to discuss any planned gift in more detail. Or, feel free to share our Advisor FAQ with your attorney or financial advisor.

Questions about Planned Giving?

Rachel Loeper, Director of Philanthropy

Email: [email protected]

Phone: 610-640-4150, ext. 2152

Bob and Ellen DeMarinis: Why I Give