Planned Giving

Donors of planned gifts are included in the school’s Monsignor James M. Grant Society. There are a variety of planned gift possibilities:

  • Bequests
  • Gifts of Appreciated Securities
  • Gifts of Closely Held Stock
  • Gifts of Real Estate
  • Gifts of Tangible Personal Property (gifts-in-kind such as rare books and manuscripts, paintings, antiques and other art objects)
  • Gifts of Life Insurance
  • Charitable Remainder Unitrust
  • Charitable Gift Annuity
  • Charitable Lead Trusts

 

To discuss any of the planned gift instruments available, please contact John Pierson 302-225-8660 or at JPierson@viking.pvt.k12.de.us.

Please note that there are some legal requirements involved with certain types of planned gifts that may require assistance from your attorney or financial advisor.