Well-structured planned gifts have the potential to sustain The Chatfield Edge's ability to provide a personalized education rooted in Ursuline values. In addition, planned gifts often afford exceptional financial and tax benefits to our planned gift benefactors.
For 50 years, the generosity of so many has allowed The Chatfield Edge to meet its mission of meeting students where they are and helping them achieve their goals. There remains, however, much work to be done to ensure that mission of The Chatfield Edge will continue to flourish for generations to come.
Those who make planned gifts to The Chatfield Edge become members of the Miriam Society.
Choose Your Legacy
There are many ways to can give generously to The Chatfield Edge while also providing for your loved ones. Contact us today to discuss how you can leave a legacy at The Chatfield Edge.
Bequests: Include a gift to The Chatfield Edge in your will or trust.
Retained Life Estates: You can contribute your residence, vacation home, or farm now while retaining the right to use and occupy the property for life. At your passing, The Chatfield Edge will own the property in its entirety.
Life Insurance or Retirement Assets: You can name The Chatfield Edge as the beneficiary of a life insurance policy or your retirement account or IRA.
Letter of Intent for Future Estate Gift
The Chatfield Edge does not provide tax, legal, or financial advice. Any document or information shared by our staff is intended to be educational, including information on our website. The Chatfield Edge strongly encourages all our benefactors to seek counsel from their own legal and financial advisors. Any information or documents shared by The Chatfield Edge cannot be used to avoid tax-related penalties.