Planned Giving
What is Planned Giving?
Making a planned gift to Rowland Hall offers you a flexible and easy way to combine “giving to the school” with personal/family financial planning.
While each planned gift is different in nature and structure, these gifts can provide significant financial or tax benefits to the donor.
Ultimately, planned giving is about planning for the future: yours, your children’s, your grandchildren’s, and the school’s.
"Leave a Legacy"
Rowland Hall has been the fortunate beneficiary of a number of gifts from alumni and/or supporters who have planned ahead and either made a lasting gift through their estate plans or via other life-income generating tools. Contributors who have communicated their plans to the school join their colleagues as members of the Leave a Legacy Society.
Legal Language Examples
Rowland Hall-St. Mark's School, a nonprofit corporation, organized and existing under the laws of the state of Utah, and with the principal business address of 720 Guardsman Way, Salt Lake City, UT 84108.
Describe exactly what you want to leave to Rowland Hall, as well as the designated source.
General Bequest: "I leave $X to Rowland Hall-St. Mark's School."
Residuary Bequest: "I give all the rest, residue and remainder of my personal estate to Rowland Hall-St. Mark's School."
Contingent Bequest: "I give all the rest, residue and remainder of my personal estate to my (husband), if he survives me, if not, then 50 percent in equal shares to my child who survives me and 50 percent to Rowland Hall-St. Mark's School."
More Information
If you have already named Rowland Hall in your estate plans or would like to discuss options on how to give a tax-wise planned gift to the school, please contact: Libby Ellis, Director of Development at 801-924-2984 or libbyellis@rowlandhall.org.
This site is not intended to serve as tax or legal advice. Before making any gift of this sort to Rowland Hall, we encourage you to consult with your attorney or qualified financial advisor.
Grandparent and Alumni, Bonnie Phillips: “Rowland Hall helps students explore life. There’s always been a respect for principled activities. My gifts help fund more scholarships – essential for the school to remain diverse and inclusive.”-
