Planned Giving

Countless generations of donors have helped to sustain the traditions that define the St. George’s experience.

Throughout St. George’s history, planned gifts have played a vital role in the financial health and sustainability of the school. A planned gift made today helps to secure the financial viability of St. George’s for posterity, and could help to manage one’s tax liability through retirement and beyond. Please read on, below, to learn more about a few of the many planned giving options which could benefit both you and the school.

Planned Giving Options

Always consult with your attorney to determine the best way to document your gift intentions. A variety of planned gift instruments exist but in general there are two primary ways to include St. George’s School in your estate plans:

View Sample Language for a Bequest

View Sample Language for a Bequest

For an unrestricted gift to be used where there is the greatest need or for general purposes:

“I [name], of [city/town, state, zip], give, devise and bequeath to St. George’s School, a not-for-profit corporation located in Middletown, Rhode Island, (“St. George’s”) the sum of $_______ [or _____% of my residuary estate] to be used for its unrestricted use and purpose.”

To allocate a bequest for a particular purpose or restriction:

“I [name], of [city/town, state, zip], give, devise and bequeath to St. George’s School, a not-for-profit corporation located in Middletown, Rhode Island, (“St. George’s”) the sum of $_______ [or _____% of my residuary estate] to be used for… • endowed scholarships for students • capital building projects • boarding students at St. George’s School • day students at St. George’s School • faculty support • an endowed teaching chair in… • chapel preservation • athletics • arts • student life • diversity, equity, and inclusion

The above examples do not encompass all of the programs or gift opportunities at St. George’s. Please contact Ryan Kirk, director of leadership giving, to discuss your interests further.”

Ogden Nash Society

The Ogden Nash Society recognizes and honors those alumni, parents and friends who have made special provisions to support the school in their estate plans. Members of the Society receive certain benefits, which currently include: recognition in school publications; invitation to the annual Ogden Nash Society Breakfast held during Alumni Weekend in May; and access to professional, personalized gift planning services.

View members of the Ogden Nash Society about Ogden Nash Society

Please let us know if you have already included St. George’s in your estate plans so we can properly recognize your contribution to the school. Recognition includes listing your name as a member of the Ogden Nash Society, the school’s planned giving group. Ryan Kirk, director of leadership giving, would be happy to discuss your plans further. He may be reached at 401-842-6729, or ryan_kirk@stgeorges.edu.