Planned Giving

explore how your estate planning can benefit AIS

Many potential donors mistakenly assume the only way to support AIS is by making an outright gift. Not true. In fact, with careful and thoughtful planning, you can provide for your loved ones and support AIS at the same time by choosing a financial option that is right for you.

Bequests

Designate The Agnes Irwin School as a beneficiary in your will, it costs nothing during your lifetime.

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Gifts with Tax Benefits

Learn how different gifts of real estate and life insurance can provide tax benefits the owner and support AIS.

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Lifetime Income Gifts

Charitable remainder trusts, charitable gift annuities, and our pooled income fund provide lifetime income opportunities.

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Charitable Lead Trusts

Talk to your financial advisor to learn how a Charitable Lead Trust can provide more to your heirs and benefit AIS. 

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I believe the friendships and ties created at an all-girls' school are particularly deep and strong.
I want to help ensure that such opportunities, as well as an excellent education, are available for this and future generations.

Pam Smyth ’71

Contact Us For Assistance

Margaret Welsh has been with Agnes Irwin for over 20 years and is well versed in the suite of planned giving options available for donors interested in supporting their loved ones and The Agnes Irwin School. Please contact Margaret to schedule a meeting and learn more.