Geneva School of Boerne’s students and educators thrive through the philanthropic support of parents, grandparents, alumni and friends. It is never too early to think about estate-related giving. Not only does a legacy gift reduce your taxable estate, but it ensures ongoing, planned giving that will benefit future generations of Geneva students. We can accept most common forms of legacy gifts including bequeathing a gift from your estate, appreciated securities, required minimum distributions from retirement plans, donor advised funds and naming Geneva School of Boerne as a beneficiary of your retirement accounts and/or life insurance policies.
If you are interested in making Geneva School of Boerne part of your family’s estate plan, please contact Melissa McKenzie, Development Director and your personal attorney to coordinator the paperwork.
Disclaimer: The gift planning information presented on this site is intended as general. It is not to be considered tax, legal or financial advice. Please consult your own personal advisors prior to any decision.