Support

Planned Giving

Planned giving offers significant benefits to The Peck School while helping you save on taxes, increase your income, and pass more onto your heirs.  These means help provide a vibrant future for the school we know and love, in ways that maximize the gift and/or minimize its impact on a donor’s estate. Charitable Planned Giving is a constantly changing area, and can be an important part of your estate planning. We encourage you to consult with your legal and financial advisors to consider options that benefit you the most.

Planned gifts include bequests, gift annuities, and charitable trusts, and other deferred giving arrangements. A bequest of any size qualifies a donor for membership in The Sutphen Society.

The Sutphen Society

Founded in 1998, The Sutphen Society recognizes the generosity of alumni, parents, and other members of the Peck family who establish a planned giving arrangement with The Peck School. Membership in the Sutphen Society demonstrates a commitment to elementary education and perpetuates your relationship with The Peck School.

Planned gifts include bequests, life income trusts, and other deferred giving arrangements. A bequest of any size qualifies a donor for membership in the Sutphen Society. Donors are advised to consult their financial advisors who are experienced in the area of estate planning.

Unrestricted planned gifts are usually designated to the school's endowment. Donors wishing to restrict the purpose of their gift or establish a named fund should discuss their intentions with representatives from the School to ensure that their wishes can be met.

Remembering Peck in this special way establishes a tradition of philanthropy that is so important to The Peck School. For further information, please contact the Peck Advancement Office.

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  • Bequests

    You may make a gift to The Peck School by designating the school as a beneficiary in your will. A bequest can be made for a specific amount or as a percentage of the total estate. Bequests can be unrestricted or used to establish named gift funds (e.g. scholarship fund) or memorial funds. Bequests of any size will help to secure the strength of the school for future generations.
  • Gift Annuities

    Under a gift annuity agreement, you make a gift to Peck in return for the school's promise to make an annual payment to you of a specified dollar amount for as long as you live. The amount of the annual payment depends upon your age and is based on a fixed percentage of the initial fair market value of your gift. A portion of your gift is tax-deductible.
  • Charitable Remainder Trust

    A charitable remainder trust may be designed to provide you with income throughout your lifetime as well as support to The Peck School upon your death. The trust may be established with a gift of cash or appreciated stock. A trust can be structured in one of two ways - either as an annuity trust or unitrust. The important difference between the two options involves the way distributions are handled.
  • Charitable Lead Trusts

    With a charitable lead trust you essentially "lend" a charity your assets for a set period of time. At the end of the gift period, the property you placed in the trust either returns to you, or is passed on to named individuals.
Charitable giving is important to the growth of the school's endowment. Income from the endowment fund helps Peck remain a leader in elementary education by providing a stimulating environment for learning, scholarship funds, augmenting faculty salaries, and supporting programs and curriculum needs.

We welcome the opportunity to meet with you and your advisors to discuss how you can include Peck in your estate plan. Discussions are confidential and are held without obligation.

Contact

To learn more or begin a conversation, please contact Director of Advancement & Alumni Relations Joan Myers at (973) 539-8660 x 113 or by email at jmyers@peckschool.org.
timeless traditions
timely transformation

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  • 247 South Street

  • Morristown, New Jersey 07960

  • 973.539.8660

Northern New Jersey's timeless and transformative independent education for grades K-8