We hope that you will consider joining The 1799 Society by including a gift to Visitation as part of your estate planning. A planned gift to Georgetown Visitation can take many forms; most importantly it provides long term support for the school as well as tax benefits for the donor.
Visitation welcomes planned gifts in the form of Bequests, Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts, Life Insurance and other such instruments. We are happy to assist donors who wish to include any of these in their estate planning.
All alumnae, parents, and friends who make a bequest or any other type of planned gift to Visitation are automatically entitled to membership in The 1799 Society and in The President's Council and are invited to an annual major donor event. They also receive special recognition and thanks for their thoughtful, long-range, tax-wise support of Georgetown Visitation.
For more information, please contact Director of Advancement and Alumnae Affairs Nathalie Bergin Sullivan '71 at 202.787.5676 or firstname.lastname@example.org or Senior Director of Development Kathy Baczko at 202.787.5677 or email@example.com.
This is the simplest kind of planned gift-a provision in your will which names Visitation as a beneficiary and provides your estate with a charitable tax deduction for the total amount of the gift.
Charitable Remainder Trust
You transfer assets to a legally established trust, which then pays you an annual income for life. Following your death, the trust's assets become a gift to the school.
Charitable Lead Trust
You establish a trust that transfers assets to the school; the trust generates income for Visitation for a specified number of years. At the end of that time, the funds are returned to you or to your heirs.
Planned gifts can be established using cash, stock, real estate, retirement plan assets, or life insurance.