Planned Giving

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

Planning for Your Loved Ones
The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

• Create your first will.
• Put a living will in place.
• Include a durable power of attorney.
• Take full advantage of your retirement plans.

Helping Others
After your family is taken care of, you can extend your support by planning a gift that makes a lasting impact on Windward’s work.

• Include a gift to the school in your will.
• Designate a percentage of your retirement plan assets to benefit The Windward School after your lifetime.
• Designate a percentage of your life insurance policy to support The Windward School after your lifetime.

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

Planning for Your Family
The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

• Create your first will, or update an existing document.
• Put a living will in place.Include a durable power of attorney.
• Take full advantage of your retirement plans.

Helping Others
After your family is taken care of, you can extend your support by including a gift to The Windward School in your long-term plans.

• Include a gift to the school in your will.
• Designate a percentage of your retirement plan assets to benefit The Windward School after your lifetime.
• Designate a percentage of your life insurance policy to support The Windward School after your lifetime.
• Donate appreciated stock you have owned for more than one year.

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

Planning for Your Family
The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

• Make sure your will is the best it can be.
• Plan for a financially secure retirement.

Helping Others
After your family is taken care of, you can extend your support by including a gift to The Windward School in your long-term plans.

• Leave the school a percentage of your assets through a gift in your will.
• Designate a percentage of your retirement plan assets to benefit The Windward School after your lifetime.
• Donate appreciated stock you have owned for more than one year.
• Donate your home or another piece of real estate.
• Arrange a charitable remainder trust to benefit The Windward School.
• Set up a charitable lead trust that supports the school and helps preserve your loved ones’ inheritance.

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

Planning for Your Family
The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

• Make sure your will is the best it can be.

Helping Others
After your family is taken care of, you can include a gift to The Windward School in your estate plans and continue your support of Windward’s work far into the future.

• Leave the school a percentage of your assets through a gift in your will.
• Designate a percentage of your retirement plan assets to benefit The Windward School after your lifetime.
• Donate appreciated stock you have owned for more than one year.
• Give savings bonds as a charitable gift through your will.
• Donate your home or another piece of real estate.
• Arrange a charitable remainder trust to benefit The Windward School.
• Set up a charitable lead trust that supports the school and helps preserve your loved ones’ inheritance.