Planned Giving

Planned Giving is a way to include Stratford Friends School in your personal investment strategy.  A planned gift is a strategic charitable investment that can be designed to meet the individual needs of you and your family. Planned Giving can be structured to increase your income and they can provide compelling tax incentives while helping Stratford Friends School. They all help to keep Stratford Friends’ financially strong. Planned gifts include: 

• Bequests (any donation made through a will or a trust) 
• Charitable Gift Annuities ($5,000 or more) 
• Charitable Remainder Trusts ($250,000 or more) 

To learn more about the benefits and details of planned giving, please contact Kim McDermott, Director of Advancement, at 610-886-4339 or email [email protected].