Charitable gifts help The Baldwin School meet our current goals and reach further in the future. But did you know that a planned gift to Baldwin can help you achieve your goals as well by protecting your property, providing for your family and guaranteeing you a life income?
Many types of planned gifts support our mission of forming women capable of leading their generation while living balanced lives. With your gift, you will help preserve the future of Baldwin, and become part of the Elizabeth Forrest Johnson Society, a growing group of alumnae, friends and supporters who are making a difference at The Baldwin School.
We invite you to join us. Please consider a confidential, no-obligation conversation to start this journey with us.
Established in the spring of 1988, the Elizabeth Forrest Johnson Society recognizes those who continue the tradition of support begun by Miss Johnson, head of the School from 1915 to 1941.
Its members have made a contribution to Baldwin's Pooled Income Fund, left a bequest to Baldwin in their wills or notified the School in writing that they have created a provision in their estate plans to benefit Baldwin. These provisions include bequests, retirement funds, life insurance and charitable remainder and lead trusts. Needed to take out CGAs and reordered so we lead with the less scary-sounding planned gifts, and close with trusts.
The Baldwin School is deeply grateful to the people listed below who are continuing a tradition of philanthropy that allows Baldwin to remain a leader in independent school education. THANK YOU.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.Download Bequest Language
Naming Baldwin as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.Download Beneficiary Form
Our endowment is an investment in the future, ensuring we can pursue our essential mission in perpetuity. A strong endowment gives us confidence to plan and make strategic, long-term decisions on a foundation of financial security. By directing an unrestricted planned gift to our endowment, you are establishing a future for our most valuable resourcesâ€”our teachers, students and campus.More Information About Our Endowment
When you donate appreciated stocks, bonds or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.Download Stock Transfer Info
If you're 70 1/2 or older, you can make a gift directly from your IRA to Baldwin. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.Contact Us For Details
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.Contact Us For Details
Laura J. Armstrong
Chief Development Officer
The Baldwin School
610-525-2700 ext. 286