Planned Giving

Planned giving enables you to maximize your gifts to Canterbury School through bequests, life-income arrangements, gifts of real estate or personal property, or other forms of giving, while still maintaining financial security. Planned gifts often allow you to:

  • Expand your giving capacity
  • Receive an immediate tax deduction while avoiding capital gains
  • Provide a lasting effect on Canterbury School

To make it quick and easy for you to begin writing your will, we've partnered with our friends at FreeWill, who have developed an intuitive, online will-writing tool that is entirely fee and typically takes no more than 25 minutes from start to finish.

In addition to taking care of your family and loved ones, you can use this free estate planner to include a gift to Canterbury School, which is a great way for your legacy to build the foundation for a life of purpose, passion, and meaning.

Get started on your free will today!

Gifts of Retirement Assets

Donating part or all your unused retirement assets – such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan – is an excellent way to make a gift.

Gifts of Insurance

If you have a life insurance policy that has outlasted in original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children, and they are no financially independent adults.

Or, perhaps you want to make a gift of highly appreciated real estate but wish to retain the value of that asset for your family. You can use tax savings generated from the gift of real estate to purchase an insurance policy, which could replace the value of the gift for the benefit of your family.

Gifts Outlined in Wills

A will is one way to continue to provide for organizations beyond one’s lifetime. Through a will, you can retain full use of your property and with your attorney’s assistance, you can provide for your family and make charitable gifts. You also always retain the right to change your mind.

There are several ways to provide a charitable gift in a will: It can be for a stated amount, for specific property or for a specific percentage of your estate. Your attorney can advise you of the different approaches and what might work best for you. Wording for making a restricted or an unrestricted bequest to Canterbury School might be:

I give and bequest to Canterbury School, a nonprofit corporation in Fort Wayne, Indiana, the sum of _____dollars ($_______)/_______% of my estate/or the property described below for such purpose as the trustees of Canterbury School shall determine to be in the best interest of Canterbury School.

If at some future time, in the judgment of a majority of the trustees of Canterbury School, the income or principal of the fund established by this bequest can no longer be utilized to the best advantage of Canterbury School for the purposes or in the manner specified, then the income or principal or both may be used for such related purpose and in such other manner as the trustees may deem appropriate that will most nearly accomplish my wishes.

The 1977 Society

The 1977 Society was founded in 2000 to recognize and honor those individuals who have remembered Canterbury School in their estate plans. The name of the society reflects the school’s founding year and the long-term commitment of the society members. Through their thoughtful and caring support of Canterbury School’s mission, our financial viability is secured long into the future. To notify us of your estate plans, please contact Melinda Perry.

Contact Us

Melinda Perry
Director of Development

Jessica Sharpe ('03)
Director of Alumni Relations

Suzanne McKinnon
Development Assistant and Database Manager

Want to make a bigger impact?

Receive a state tax credit valued at 50% of your gift when you double or even triple your gift for a similar out-of-pocket cost.

give through sgo

Click on the image below to learn more:

Flexible Giving and Your Will

Estate Planning