Planned Giving and The Mary Alice Knox Society

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. As members of The Mary Alice Knox Society, for The Knox School, you are committing to join an elite group of supporters who see the impact of their contributions long term. For more information, please contact Head of School Kristen Tillona-Baker at ktillona@knoxschool.org or call 631-686-1600 ext. 415.

The Knox School Mary Alice Knox Foundation

What is Planned Giving and
How Can I support?

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:

Types of Planned Gifts

  • Charitable Gift Annuity
  • Charitable Remainder Trust
  • Charitable Lead Trust
  • Donor Managed Investment Account
  • Pooled Income Fund
  • Retained Life Estate
  • Testamentary Life Income

Assets as Gifts

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