While most people think of “planned giving” as a charitable gift that is made at the time of their death and paid by their estate, it is certainly beneficial when gifts are made to the Endowment Fund during life. In many cases, there may be tax benefits as well as the satisfaction gained by seeing your gift working while you are alive. Cash, appreciated securities, a bequest through a will, life insurance, split interest gifts, such as charitable remainder trusts or annuities, charitable lead trusts and retained life estates, are all ways to make a planned gift to ECS. As with all planned gifts, donors should consult legal and financial counsel before entering into any agreement.

For more information about planning a Gift to the School, please call the Advancement Office at (514) 935-6620.