Gift Planning

Putney teaches students to think for themselves, to care about others, and to act on their beliefs. We’re asking you to do the same.

Your bequest supports our continued work fostering clear thinkers, compassionate citizens, and empowered doers.

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Bequests remain the most powerful way for alumni, parents, and friends to ensure that this educational experience endures. They are vital to our vision for the future of Putney and of progressive education at large.

 

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There Are A Handful of Ways to Provide for Putney in Your Estate Plans

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Designate an Amount

Leave Putney a specific dollar amount, or percentage of your estate

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Donate an Asset

Donate a particular asset to our campus, such as real estate or art. 

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Retirement Beneficiary 

Establish Putney as a beneficiary of your retirement plan, IRA, 401(k), 403(b), appreciated securities, bank or brokerage account.

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Charitable Gift Annuity

Establish a charitable gift annuity to provide income to you (or a loved one) for life, with funds eventually being distributed to Putney. 

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Life Insurance Beneficiary 

Name Putney as a beneficiary of a life insurance policy.

Since many legacy gifts do not require you to part with assets during your lifetime, you may be able to make your most significant contributions to Putney through your estate plans. By remembering Putney in your estate plans, you will help to transform the future. Legacy gifts to Putney are 100% deductible for estate tax purposes.

A Special IRA Opportunity

If you are over 701/2 and have an IRA account, you can support Putney, satisfy your required annual distributions, and avoid income tax that you would otherwise have to pay on mandatory withdrawals. 

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Our Legacy Circle

If you have already established a legacy gift for Putney, please let us know so that we may welcome you into the Legacy Circle. This will give us an opportunity to thank you appropriately for such a meaningful commitment and to recognize your commitment in our annual donor recognition report (if you wish).

Legal Designation 

The Putney School, Inc., a corporation organized under Vermont not-for-profit corporation law, with federal Tax ID number 03-0179305. Putney encourages all donors to consult their own advisors about the impact of their choices.