Planned Giving
Planned gifts are a thoughtful opportunity to achieve your philanthropic goals while maximizing your resources and cementing your legacy at the French International School of Philadelphia. Such gifts might include a bequest, gifts of life insurance, gifts of retirement accounts, and/or charitable income gifts, among others.
Below are planned giving vehicles and opportunities that can support our organization.
Click here to download a letter of intent.
Will or Living Trust
The most common way donors make planned gifts is through their will or living trust. You can include FISOP in your will or revocable trust for a specific amount or allocate a percentage of your estate. FISOP can provide suggested language to assist you and your attorney.
Click here for sample language to send to your attorney.
Retirement Benefit or Life Insurance Policy
You can name FISOP as a beneficiary of all or a percentage of your retirement funds, life insurance policy, or other financial instruments.
Donor-Advised Funds
Donor-Advised Funds are investment accounts managed by an outside party and are used for the purpose of charitable giving. Donors can allocate the entire fund, or a portion of the fund, to FISOP.
Gifts of Stock or Appreciated Securities
Gifts of stock or appreciated securities are other ways to make a gift to FISOP that can also provide the donor tax advantages.
For more information on how to make a lasting impact, or if you have any questions about the opportunities to include the French International School in your estate plans, please contact Corinne Leballeur, Development Coordinator, at leballeur@frenchschoolphila.org.