Planned Giving

List of 6 items.

• Bequests (Wills & Living Trusts)

  Interested in helping Chatham Hall with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible, and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest. By including a bequest to Chatham Hall in your will or living trust, you are ensuring that we can continue our mission for years to come.
  
  Bequests Sample Language:
  

  I give and bequeath to Chatham Hall School (“Chatham Hall”), 800 Chatham Hall Circle, Chatham, Va. 24531 the sum of $______________ [or property/assets described herein] [or _________% of the remainder of my estate]
  
  ...to be used by Chatham Hall in its discretion for its general purposes
  
  ...to be added to the principal of the Chatham Hall endowment fund for the unrestricted needs of the School
  
  ...to be used for the following purpose [state purpose here].

• Charitable Gift Annuities

  When you are looking for ways to help Chatham Hall with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support Chatham Hall's work while receiving fixed payments for life is a charitable gift annuity.
  
  Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with Chatham Hall you can receive a variety of tax benefits, including a federal income tax charitable deduction when you itemize.

• Charitable Remainder Trusts

  Looking for a way to give Chatham Hall a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.
  
  

  Benefits of a charitable remainder trust include:

  • Potential for a partial charitable income tax deduction
  • Potential for increased income
  • Up-front capital gains tax avoidance

  There are two ways to receive payments with charitable remainder trusts:

  • The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
  • The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

• Gifts of Tangible Personal Property

  Gifts of assets such as real estate, works of art, horses, etc. may be a wonderful way to support the School and achieve a tax benefit. These gifts will be accepted with consideration of fit with the program and needs of the school. Tangible gifts with a value of $5,000 or more must be accompanied by an appraisal acceptable to the School. The Office of Advancement would be happy to explore how a gift of tangible personal property might benefit you and the School.

• Life Insurance

  A donor may designate Chatham Hall as a beneficiary of proceeds of their retirement fund or life insurance policy in a specific dollar amount or as a percentage of the asset.

• For Advisers

  If you are advising a client who has decided to make a planned gift to Chatham Hall, we are here to help! Please call us at 434.432.5600 or email us so that we may assist you. We will ask for your client's name and share our clearing broker, a DTC number, and the Chatham Hall account numbers and code.
  

   

  For stock transfers, we will ask for your client's name, the name/ticker symbol of the shares you intend to transfer, the number of shares, an estimated value, and the fund designation (Annual Fund, special project, etc). This information will enable Chatham Hall to identify the donor and honor their gift intention.