Planned Giving: Create your Legacy

catlin gabel lower school playground students playing fir grove garden

Catlin Gabel Legacy Society

Help our students become curious and courageous citizens of the world by including Catlin Gabel in your estate plan.

In addition to annual giving, many people find that they can best support Catlin Gabel by including the school as a beneficiary in their will or living trust. Planned gifts will ensure the financial health and longevity of the school and often carry significant tax benefits.

Ask your financial planner about these 5 easy ways to include Catlin Gabel in your estate planning:

  • Gifts in a will (bequests)
  • Beneficiary designations (involving all or part of life insurance, IRA, 401(k), etc.)
  • Gifts from an IRA
  • Gifts from a donor advised fund
  • Gifts of appreciated stock

We’re committed to working with you to ensure that you find the charitable arrangements that best meet your needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff—all working together to ensure that your gift has the desired impact.

If you have already made a provision in your estate plan for Catlin Gabel, please let us know so that we can welcome you as a member of the Catlin Gabel Legacy Society. If you are thinking about a bequest or other planned gift, we would appreciate the opportunity to speak with you and answer any of your questions as well as warmly thank you in person.

To learn more about how you can make an impact with your planned gift, please contact Nicole Rinetti-Clawson, Director of Advancement at 503-297-1897 ext 5010.

If you already have plans to include Catlin Gabel in your will or as a beneficiary, please fill out a bequest form to secure your legacy.