• Two donors smiling

    Meet Our Donors

    Hear from Lovett supporters about how their planned gifts met their philanthropic and family goals.

  • The Lovett football team and cheerleaders

    Bequest Language

    Explore the different types of bequests available for you to meet your philanthropic goals.

 
 

Support

Gift Planning

Making a planned gift is a wonderful way to show your support and appreciation for The Lovett School and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Lovett.

We recommend that you familiarize yourself with various gift options by exploring Ways to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

Planned Giving Blog

List of 3 items.

  • Celebrating National Estate Planning Awareness Week: October 17-23, 2022

    Celebrating National Estate Planning Awareness Week: October 17-23, 2022

    Did you know National Estate Planning Awareness Week starts October 17? Read more to learn why creating your estate plan is so important.
    Read More
  • How Will You Spend Your Retirement Years?

    How Will You Spend Your Retirement Years?

    Do you have a plan for the things you want to accomplish during your retirement years? Read more to learn how to create your legacy with thoughtful retirement and estate planning.
    Read More

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Legacy Society FAQ

List of 2 frequently asked questions.

  • What is legacy giving?

    Legacy giving, or planned giving, allows you to "leave a legacy," so you can have an impact on a favorite cause, such as Lovett, beyond your lifetime. It allows you to make larger gifts than might otherwise be possible and it may also allow you to increase your retirement income and receive tax advantages. Some common types of planned gifts include the following:
    • Bequests (gifts made through your will or living trust)
    • Charitable gift annuities
    • Insurance policies
    • Gifts of retirement plan assets after your lifetime
    • Charitable lead trusts
    • Charitable remainder trusts
    • Certain real estate gifts
  • What are the benefits of my membership?

    To recognize your generosity in becoming a member of The Lovett School Legacy Society, you will receive
    • An invitation to the Founder's Reception (initiation year only).
    • A Lovett Legacy Society gift.
    • Invitations to periodic special Lovett Legacy Society events.
The Lovett School is an independent, coeducational day school where children from Kindergarten through Grade 12 find the courage to explore and the drive to discover.

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