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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 Kathleen Houghton at 302.656.3369, ext. 3036
or by e-mail at khoughton@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.
