Planned Giving

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Mary T. Risner
Chief Development Officer
203-577-4541
mrisner@westoverschool.org

1. Home

2. Why Give

Support Our Mission
Legacy Society
How Your Gift Helps
Benefits of Giving
Donor Stories

3. Create Your Legacy

Estate Planning
Retirement Planning
Working With Your Advisor

4. How You Can Give

Find Best Gift

Giving Through Your Estate

Bequests
Bequest Language
Beneficiary Designation

Giving and Generating Income

Charitable Gift Annuity
Deferred Charitable Gift Annuity
Charitable Remainder Annuity Trust
Charitable Remainder Unitrust
Charitable Flip Unitrust
Pooled Income Fund

Giving and Tax Benefits

Charitable Lead Annuity Trust
Charitable Lead Unitrust
Retained Life Estate
Bargin Sale
Personal Property

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5. What You Can Give

Cash
Stocks and Bonds
Retirement Plans
Life Insurance
Real Estate

6. For Advisors

7. Contact Us

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Be Boldly You

1237 Whittemore Road
Middlebury, CT 06762

1 (203) 758-2423

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Westover School admits students of any race, color, religious affiliation, sexual orientation, national and ethnic origin, or disability to all the rights, privileges, programs, and activities generally accorded or made available to students at the School. As a gender-diverse girls school, Westover welcomes applicants and students who are assigned female at birth and/or identify as girls. The School does not discriminate on the basis of race, color, religious affiliation, sexual orientation, national and ethnic origin, disability, or any other status protected by applicable law in the administration of its educational policies, admissions and financial aid policies, and athletic or other school-administered programs.

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Be Boldly You

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