PLANNED giving
Leave a Legacy at Portsmouth Abbey School
Including Portsmouth Abbey School in your estate plans is a powerful way to ensure that our mission—helping young men and women grow in knowledge and grace—continues for generations to come. A planned gift is a lasting expression of your values and a meaningful investment in the future of the Abbey.
The Manor House Society honors the generous, forward-thinking individuals who have included Portsmouth Abbey School in their estate plans, made a planned gift, or established an endowed fund. These lasting commitments ensure that the excellence and availability of a Portsmouth Abbey education will continue for generations to come.
Planned gifts are distinct from annual support—they are strategic, long-term investments that help secure the School’s future while reflecting your enduring commitment to its mission.
We invite you to make your lasting mark. Once your estate plans are in place, please complete our Letter of Intent to let us know. We would be honored to thank you personally and welcome you into the Manor House Society.
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Your Gift | when to giveway | way to give | potential tax benefits |
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Charitable Bequest | Through Your Estate | Cash, Appreciated Securities, or Real Estate/ Property | Estate Tax, Capital Gains |
Beneficiary Designation | Through Your Estate | Cash | Estate Tax or Income Tax |
Appreciated Securities | During Your Life or Through Your Estate | Stocks, Bonds or Mutual Funds | Capital Gains |
IRA Qualified Charitable Distribution | During Your Life (70 1/2 and older) | Through your IRA | Income Tax |
Charitable Lead Trust | During Your Life or Through Your Estate | Cash, Appreciated Securities, Real Estate/ Property, or Complex Assets | Income Tax, Capital Gains, or Estate Tax |
Real Estate | During Your Life or Through Your Estate | Real Estate | Capital Gains, Estate Tax, Income Tax |
Personal Property | During Your Life or Through Your Estate | Personal Property | Income Tax, Capital Gains, Estate Tax |
resources |
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For questions about legacy gifts, please contact the Office of Development and Alumni Affairs at 401.643.1269.