Legacy Gifts

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Legacy Gifts have a profound impact on all who walk Sanford’s beautiful campus.

Include Sanford in your estate plans and join our esteemed Evergreen Society. Legacy gifts range from small bequests to large gifts that are transformational.

Unless you note a restriction, all legacy gifts will be assigned to the Sanford Endowment. The income it helps generate will provide perennial financial support to the school and be used where most needed.

Consult your lawyer or financial advisor about the type of legacy gift that’s right for you and the potential tax benefits to you or your heirs.

Our Evergreen members say...

"I have included Sanford School in my estate planning as a way of giving back and honoring its mission, 'No Talent Lies Latent...' I can think of no better place for students to learn and grow.... It is an honor to be a part of ensuring [Sanford's] future sustainability."

~ Kristi Kerins, former Head of School and Evergreen Society member

"I’m not sure where I would have ended up without my Sanford experience, but I’m certain it would not be anywhere as good as where I am today. While Sanford is no longer a boarding school and in appearance is no longer the school I attended, ... [I] realize the “school’s soul” is the same. There is tremendous diversity and an ongoing commitment to challenge every student to be the best they can be, while providing multiple avenues for those students to accomplish that goal..... As my wife and I were revising our wills it became important for me to give back. In some small way I hope my bequest will help the school to continue to prosper, to maintain the same vision, and to provide other students the same guidance and benefits that it gave me....If others are considering a bequest, I suggest that they do it. Joining the Evergreen Society is a simple process. It will make you feel good. And, your gift could make a real difference in a student’s life."

~Sanford alumnus, John Squires '67

In 1930, Ellen Sawin founded a school where "No Talent Lies Latent." The first 7 children attended school in Sanford Hall (shown above). Today, Sanford boasts hundreds of successful alumni and over 600 current students who attend classes in multiple buildings on our beautiful campus.

Did You Know?

Sanford School is a charitable 501(c)(3) tax-exempt organization. All planned gifts are fully deductible for estate tax purposes, which means that your gift to Sanford will reduce the taxable portion of your estate and decrease federal estate tax liability, while the School will benefit from the full amount of your bequest. Our tax ID is 51-0064331.

Types of Legacy Gifts

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Bequest

Consider leaving a bequest to Sanford School in your will. Talk to your attorney or financial advisor about leaving Sanford School a specific dollar amount, a specific asset, or a percentage of your estate.
Donor Advised Fund

Talk to your attorney or financial advisor about establishing Sanford School as your Donor Advised Fund successor. Donor Advised Funds (DAF) are a type of charitable giving vehicle. A giving account is established and administered by a public charity such as the Delaware Community Foundation, the Chester County Community Foundation, Network for Good, Fidelity Charitable, Schwab Charitable, etc. Your donation is invested and grows until you decide which IRS-qualified charities to award it to. Sanford is an IRS-qualified charity and can receive DAF grants, or be included as part of a succession plan.

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Life Insurance Beneficiary

Talk to your attorney or financial advisor about naming Sanford School as a beneficiary on your life insurance policy. Sanford can be listed as a full, partial, alternate, or contingent beneficiary.
IRA Beneficiary

Talk to your attorney or financial advisor about naming Sanford School as a beneficiary on one or more of your retirement account(s). Sanford can be listed as a full partial, alternate, or contingent beneficiary.

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Charitable Remainder Trust

Talk to your attorney or financial advisor about the advantages of setting up a charitable remainder trust; an irrevocable trust that generates a potential income stream for the donor or other beneficiaries, with the remainder going to your favorite charity. At the end of the specified term of the trust, the remaining trust assets are distributed to one or more charitable beneficiaries, such as Sanford.
Charitable Lead Trust

Talk to your attorney or financial advisor about the advantages of setting up a charitable lead trust with Sanford School as the beneficiary. Charitable Lead Trust refers to an irrevocable trust designed to provide financial support to one or more charities, such as Sanford, for a set period of time, with the remaining assets eventually going to family members or other non-charitable beneficiaries.

Join The Evergreen Society

At Sanford, we appreciate the profound impact that legacy gifts can have. By including Sanford in your estate plans and letting us know, you become part of the Evergreen Society, joining a community of esteemed alumni, former faculty, and dedicated board members who share in our commitment to develop Sanford for generations to come.

Planned gifts represent a deeply personal choice, and we appreciate your thoughtful consideration. If you're interested in learning more about legacy gifts to Sanford School, please reach out to Jody Cross. Your support could play a pivotal role in securing Sanford's future.