Planned Giving

Thank you for inquiring with regards to Planned Giving, also known as The Mary Alice Knox Society, for The Knox School. Philanthropy is the lifeblood of our school. Giving in support of Knox, for today and for the future, has an enormously positive impact on our ability to serve our students, support our faculty, enhance our programs, and make our facilities the very best they can be. People who participate in planned giving to a school like Knox tend to be passionate about a great cause and visionary in both the manner in which they want to give and in how their giving will have an important, long term impact on the institution.

What is Planned Giving?

Planned Giving allows donors to make creative arrangements between the donor and the school,  allowing you to support the school while receiving tax deductions and even creating an income stream that can benefit you or loved ones. These gifts are called “Planned” because they involve an arrangement between the school and you. They require planning and counsel so that both parties receive the maximum long-term benefit from the gift. Some typical planned gifts include:

*Naming Knox as a beneficiary in your will

*Charitable Gift Annuity

*Charitable Remainder Trust

*Charitable Lead Trust

*Donor Managed Investment Account

*Pooled Income Fund

*Retained Life Estate

Testamentary Life Income

There are many kinds of assets that you can give in the realm of planned giving. Among them are:

*Securities

*Business Interests

*Cash

*Life Insurance

*Real Estate or Personal Property

*Retirement Plan

If you are interested in joining The Mary Alice Knox Society, please contact Duncan Marshall, Assistant Headmaster for External Affairs, at dmarshall@knoxschool.org or (631)686-1600 ext 407.