Planned Giving

Leaving a legacy by designating Urban School as a beneficiary in your estate or financial plans is another way to support the school. If you are interested in joining this special circle of friends to ensure Urban’s long-term financial strength or have already named Urban in your estate plans, please see fill out this form.  

The Urban Legacy Society recognizes and honors parents, alumni, grandparents and friends who have included the school in their estate plans. Members are recognized in the Annual Report and invited to an annual luncheon with the Head of School, as well as to the Leadership Donor Reception held each year in May for our most generous donors.

Planned Giving Opportunities
Urban’s Planned Giving Program provides a variety of ways to make a planned gift that does not deplete lifetime assets and in some cases, can furnish additional income and significant tax deductions. Below are a few options you may wish to consider when making a gift to Urban.

Bequests
A gift provided in your will may be a percentage of your estate, the residual of the estate, a certain item or a specific dollar amount. Estate taxes may be reduced by a bequest to Urban.

Gifts of Life Insurance or Pension Benefits
A gift of life insurance allows you to contribute a previously acquired policy that may no longer be needed for its initial purpose and realize tax benefits. Urban may also be named as a beneficiary of a life insurance policy, company pension or profit-sharing plan, or of a private fund such as an IRA, Keogh or tax-sheltered annuity.

Other Deferred Gifts
A gift of real estate could provide considerable tax benefits. You also have the option of retaining the right to occupy the property for life or even to receive the income it generates.

 

INTERESTED IN PLANNED GIVING?
Urban tax identification
number: 94-1622034.

Contact Development

Anna Lee
Director of Development
415 593 9542