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Legacy Giving

Planned giving allows you to honor your legacy while making a transformative investment in Rowland Hall’s future.

Planned gifts provide important philanthropic support for Rowland Hall, transforming the lives of our students for generations to come. Legacy giving (planned giving) includes:

  • Bequests
  • Gifts of retirement plan assets
  • Gifts of life insurance
  • IRA distributions

Some planned gifts entitle you to an immediate income tax deduction; others provide flexibility during your lifetime and can provide benefits to your estate and your heirs. All of them enable you to create a philanthropic legacy much more meaningful than you may have ever imagined.

The two most convenient ways to make a deferred gift that will have a meaningful impact on teaching and learning for future generations of Rowland Hall students are:

  • Bequests - gifts made by will. Gifts to Rowland Hall may be a specific amount, a percentage of an estate, real estate, personal property, or residuary estate.
  • Beneficiary Designations of Retirement Plans and other Financial Assets - IRAs, 401(k), profit-sharing or pension plans, donor-advised funds, or paid-up life-insurance policies may be gifted to Rowland Hall by designating Rowland Hall - St Marks School as a sole or partial beneficiary.

Legal name: Rowland Hall - St. Marks School
Tax status: 501(c)(3) nonprofit organization
Federal tax ID: 87-0212477

Your planned gift, no matter the size, will help us to continue to unlock the immense potential of our program and our students far into the future.

We’d love to hear from you!

If Rowland Hall is already in your estate plans, we’d love to thank you. Whether you’d like your gift to inspire others, or to remain anonymous, knowing your plans allows us to express our gratitude and ensure your gift will accomplish your charitable wishes.
Donors who have made provisions in their will or estate planning belong to our Legacy Society. We are deeply grateful for their foresight, dedication, and generosity.

To learn more about how you can include Rowland Hall in your estate planning, please email Director of Stewardship & Engagement Traci Grigg or call her at 801-924-8441. As always, you should discuss your specific intentions and circumstances with your personal financial and/or legal advisor.