Planning A Gift

Through a planned or estate gift, donors can provide ongoing support to Sewickley Academy. Donors can choose structured gifts to be made after their lifetimes, and take advantage of financial and tax benefits. 

Ways to Give

Consider these options:

  • A bequest that states in your will your desire to give a specific dollar amount or a percentage of your resources
  • A gift from your IRA or life insurance policy that designates the Academy as a beneficiary
  • A charitable gift annuity or charitable trust
 
Sample language for bequests:
 
Residuary Bequest
I give and bequest all the rest, residue, and remainder of my estate, both real and personal,
to the endowment fund at Sewickley Academy, a non-profit school in Sewickley, Pennsylvania, to be used for its general purposes.
 
I give and bequest to Sewickley Academy, a non-profit school in Sewickley, Pennsylvania, the sum of ____________________ to the endowment fund to be used for its general purposes.
 
Percentage Bequest
I give and bequest to Sewickley Academy, a non-profit school in Sewickley, Pennsylvania, _____% of the rest, residue and remainder of my estate to the endowment fund for its general purposes.
 
To Create a New Endowment Fund
I give to Sewickley Academy, a non-profit school in Sewickley, Pennsylvania, the sum of $________________, the same to be known as “The _________________ Endowed Fund,”
the income therefrom to be used for the school’s general purposes (or describe a specific purpose: faculty support, student financial aid, Global Studies, performing arts, etc.).
 
Consult your attorney or financial advisor to assist you in the planning of your gift.
 
Should you choose to benefit Sewickley Academy in this way, please fill out the Letter of Intent (attached) and send it to the attention of Susan Sour, Director of Planned Giving. Copies of relevant parts of your will or beneficiary provisions would be most appreciated.
 
Questions? Please contact Susan Sour at 412.741.2230 ext. 3047 or ssour@sewickley.org.
 
 

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Sewickley Academy
315 Academy Avenue
Sewickley, PA 15143
Sewickley Academy is a nationally recognized Pittsburgh private school enrolling students in Pre-K through Grade 12 on a single campus.