Planned Giving

THE BISHOP ENGLAND HERITAGE SOCIETY

The Bishop England Heritage Society is a tribute to caring individuals who have remembered BEHS in their estate plans. These members are committed to ensuring that future generations of Bishops benefit from the life changing opportunities Bishop England gave to them.  Members of the BEHS Heritage Society recognize a planned gift made today will ensure an exceptional experience for the students of tomorrow. We recognize our Heritage members in our annual report and at other special events.

HOW DO I BECOME A HERITAGE SOCIETY MEMBER?

Membership is open to anyone who remembers Bishop England in their estate plans. If you would like more information on how to join the Heritage Soceity or if you have already remembered BEHS in your estate plans, contact the Development Office so we can include you in the listing of Heritage Society members.

A Planned Gift Option is Possible for Everyone

Regardless of your income level, you can make a significant contribution to BEHS by planning a donation through your:

  • Will or Bequest
  • Direct Beneficiary designation of your 401K, 403B or other estate retirement plan
  • Individual Retirement Account (IRA) as a planned gift
  • Charitable Gift Annuity
  • Gifts of Life Insurance
  • Charitable Remainder Trust or Charitable Lead Trust
  • Gift of Real Estate or Personal Property

Planned gifts are created through various financial instruments customized for your specific intentions and financial needs. With the guidance of a Bishop England representative and consultation of your attorney and financial planner, you can identify the planned giving strategies that best suit your needs.  Your planned gift to BE can be funded with cash, retirement assets, life insurance, securities, tangible personal property and real estate while providing you and your estate with income and tax advantages including:

  • Tax savings for the charitable gift value
  • Avoiding capital gains taxes on certain securities, retirement accounts and real estate
  • Lifetime income for you or your beneficiaries
  • Increased income from low-yield assets
  • Reduced or eliminated estate taxes

Directing Your Gift

After consulting with the Bishop England Development Office to confirm that the school can accommodate your intent, you can direct how the funds from your planned gift will be used at BEHS.  Your gift can be used to support the programs at the school that are most important to you.