For more information on planned gifts to FVS, please contact Major and Planned Gifts Officer Geoff Harlan at gharlan@fvs.edu.
Examples of Planned Gifts
Bequest
You designate FVS as a beneficiary in your will.
Retirement Plan
You designate FVS as a beneficiary in your retirement plan or IRA.
Charitable Lead Trust
You can set up a trust that provides payments to FVS over a number of years and, upon your death, the remainder of the assets return to other beneficiaries you designate.
Charitable Remainder Trust
You can set up a trust that provides payments to you for your lifetime and then, upon death, the remainder of the trust comes to FVS.
When you notify Fountain Valley School of your intentions to make a planned gift, you automatically become part of the Elizabeth Sage Hare Society. While unrestricted planned gifts are preferred, we welcome the opportunity to discuss designated gifts as well, and encourage you to consult legal and financial professionals to learn more about the benefits of making a planned gift.
Elizabeth Sage Hare Society
ESTATE PLANNING
The Elizabeth Sage Hare Society is named for the visionary and energetic founder of Fountain Valley School, and serves to recognize those important alumni, parents and friends who choose to include FVS in their estate planning.NOTIFY FVS OF YOUR Planned GivinG INTENTIONS
The Fountain Valley School is a 501(c)3 organization.
Tax ID (EIN) 84-0423922.
It is recommended to contact your financial advisor regarding tax deduction questions.
No goods or services are provided in exchange for your gift.