Planned Giving

Planned gifts are unique ways to support WT, benefit you, your loved ones, and our school at the same time.

Your planned gift could be:

A gift that costs you nothing during your lifetime
Giving stock and realizing larger tax savings
A monthly paycheck for life in return of your gift
Even your house, while you continue to live there, and get a tax break at the same time
Become a member of our Miss Mitchell Society by sharing your estate gift intentions with us. Learn more about Miss Mitchell Society here.

We’d love to discuss your charitable intentions with you to ensure your gift is used just as you wish. We also encourage prospective donors to consult with their professional advisors before making decisions.

If you are considering a planned gift, review our Goals and Benefits to help you achieve your financial goals.

Goals & Benefits

Popular techniques to give a Planned Gift:

Legacy Gifts

Bequests: Name WT in your will or estate plan. This be an outright dollar amount or a percentage of your total estate. It is as easy as adding language to your existing plan.

Beneficiary Designation: Name WT as a beneficiary of your retirement accounts, life insurance, or Donor Advised Fund. To update your beneficiary designation, contact the administrator of your policies or accounts.

Income Gifts

Charitable Remainder Trust: This is an irrevocable trust that will provide either fixed or variable income to you or a loved one for a specific period of time. When the trust is terminated, the remainder will be transferred to Winchester Thurston for the purpose set forth in the establishing document, helping to secure the long-term future of WT, while providing you with a defined benefit for life.

Other Purposeful Gifts

Donor Advised Funds (DAFs): Please contact us for information regarding giving from your DAF, and when working with your DAF administrator, make sure to have a succession plan in place and consider updating your charitable beneficiaries to include WT.

Appreciated Assets: Giving appreciated securities, tangible personal property, or real estate can help in minimizing capital gains tax, while supporting WT’s priorities.

Charitable Lead Trusts: This trust generated either fixed or variable payments to Winchester Thurston for a set term of years. When the trust terminates, the property will be transferred back to the grantor or other beneficiary set forth in the establishing document.

Gifts from Individual Retirement Accounts (IRA): Commonly referred to as a IRA Charitable Rollover, or Qualified Charitable Contribution (QCD), donors aged 70 ½ and older can give up to $100,000 annually to charity, without having to pay income tax on these funds. Additionally, donors aged 72 and older are able to count these contributions from their IRA, up to $100,000, toward the donor’s annual Required Minimum Distribution (RMD). At any age, you can name WT as a beneficiary of all or part of your retirement account. Contact your IRA administrator to update your beneficiary information.

*This information does not constitute legal or tax advice. Please consult your legal and tax advisors regarding these and appropriate matters.

Want to learn more about creating a legacy gift to benefit WT? Contact Dana DePasquale, Director of Advancement, 412-224-4644 .

If you plan to include Winchester Thurston in your estate plans, use our legal name and federal tax ID:

Legal name: Winchester Thurston School
Address: 555 Morewood Ave, Pittsburgh, PA 15213
Federal Tax ID Number: 25-1030691