Suggested Bequest Language

The Putney School receives vital sustaining support from bequests. A growing number of alumni, parents, and friends have already made this important commitment by including Putney in their wills and/or other charitable gift plans. Bequests of a specific cash amount or estate percentage are often included as a simple, practical means of providing a lasting major gift to Putney.

The following suggested language for making bequests may be modified by your legal counsel and incorporated into your Will or trust document. The Putney School will be happy to assist you and your financial and legal advisors in devising appropriate gifts, which accurately reflect your charitable wishes and desires.

Unrestricted Bequest

I bequeath ____________________________(describe dollar amount, property to be given, or proportion of your residuary estate) to The Putney School Inc., (the School), a not-for-profit corporation located in Putney, Vermont, 05346, for its general charitable purposes.

Bequest to Create a Permanent Unrestricted Fund (minimum $10,000)

I bequeath ____________________________(____________________________(describe dollar amount, property to be given, or proportion of your residuary estate) to The Putney School, Inc. (the School), a not-for-profit corporation located in Putney, Vermont, 05346, to establish the [________] Fund, to be held as a permanent fund and managed together with the School's other endowed funds. Grants from the Fund shall be made in accordance with the School's policies for such funds, and shall be used for unrestricted purposes.

Restricted Bequest (minimum $10,000)

I bequeath ____________________________(describe dollar amount, property to be given, or proportion of your residuary estate) to The Putney School, Inc., (the School), a not-for-profit corporation located in Putney, Vermont, 05346, to establish the [_______] Fund, a permanent fund from which grants are to be made preferably for the following purpose:______________________________________

(Please note: When creating a restricted bequest, please consult first with The Putney School about specific wording for your provision.)

Bequest to an Existing Fund

I bequeath ____________________________(describe dollar amount, property to be given, or proportion of your residuary estate) to The Putney School, Inc., (the School), a not-for-profit corporation located in Putney, Vermont, 05346, to be added to the [_______] Fund, a fund of The Putney School, and I direct that this bequest become part of this Fund and subject to the Fund's current guidelines.

 

For further information on these and other opportunities for giving, please contact:

Hugh Montgomery
Director of Development
The Putney School
Elm Lea Farm
418 Houghton Brook Road
Putney, VT 05346-8675

802-387-6272
802-387-6277 (fax)
hmontgomery@putneyschool.org

The Putney School | Elm Lea Farm, 418 Houghton Brook Road, Putney, Vermont 05346-8675
802-387-5566 (main) | 802-387-6278 (fax) | admission@putneyschool.org | info@putneyschool.org
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