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Sample language for including Stoneleigh-Burnham in your will or estate plan.

When you include Stoneleigh-Burnham in your will or estate plan, letting the School know will allow us to include you in the Sayles Planned Giving Society and will help ensure we can put your gift to work at SBS as you intend.

Bequest Language

I give and devise to Stoneleigh-Burnham School, located in Greenfield, MA, $______________________________  (state a percentage or an amount) of the rest, residue and remainder of my estate, both real and personal, to be used where it determines the need is greatest. You may also designate your gift to a specific area of interest or program.

Retirement Plan Beneficiary Language

Naming us as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish your charitable goals while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences.

By naming Stoneleigh-Burnham School as a beneficiary of all or a percentage of your retirement plan, you maintain complete control over the assets while living, but at your passing the remaining assets pass to Stoneleigh-Burnham School free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy. Simply fill out a change of beneficiary form from your plan administrator and notify us.

Life Insurance Policy and DAF Beneficiary Language

As with retirement plans, naming Stoneleigh-Burnham School as the beneficiary of a life insurance policy or your donor-advised fund is as simple as filling in a change of beneficiary form from your plan/fund administrator.

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