Legacy Giving | Portsmouth Abbey School, Rhode Island

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PLANNED giving

 

Leave a Legacy at Portsmouth Abbey School

Including Portsmouth Abbey School in your estate plans is a powerful way to ensure that our mission—helping young men and women grow in knowledge and grace—continues for generations to come. A planned gift is a lasting expression of your values and a meaningful investment in the future of the Abbey.

 

Manor House Society

The Manor House Society honors the generous, forward-thinking individuals who have included Portsmouth Abbey School in their estate plans, made a planned gift, or established an endowed fund. These lasting commitments ensure that the excellence and availability of a Portsmouth Abbey education will continue for generations to come.

Planned gifts are distinct from annual support—they are strategic, long-term investments that help secure the School’s future while reflecting your enduring commitment to its mission.

We invite you to make your lasting mark. Once your estate plans are in place, please complete our Letter of Intent to let us know. We would be honored to thank you personally and welcome you into the Manor House Society.

 

Gift Plans

Your Gift when to giveway way to give potential tax benefits
Charitable Bequest Through Your Estate Cash, Appreciated Securities, or Real Estate/ Property  Estate Tax, Capital Gains 
Beneficiary Designation Through Your Estate Cash  Estate Tax or Income Tax 
Appreciated Securities During Your Life or Through Your Estate Stocks, Bonds or Mutual Funds  Capital Gains 
IRA Qualified Charitable Distribution During Your Life (70 1/2 and older) Through your IRA  Income Tax
Charitable Lead Trust During Your Life or Through Your Estate Cash, Appreciated Securities, Real Estate/ Property, or Complex Assets  Income Tax, Capital Gains, or Estate Tax 
Real Estate During Your Life or Through Your Estate Real Estate Capital Gains, Estate Tax, Income Tax 
Personal Property During Your Life or Through Your Estate Personal Property Income Tax, Capital Gains, Estate Tax 
 
resources

Intent Form

Sample Bequest Language

QCD Quick Reference Guide

IRS Publication 526

IRS Publication 561

IRS Form 8283

 
Contact our development Team 

For questions about planned giving, please contact the Office of Development and Alumni Affairs at 401-643-1269.