Planned Giving

7th graders seated a blue table working together on a science experiment in class.

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 plans:

  • 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

If you have already made a provision in your estate plan for Catlin Gabel, please let us know through a bequest form 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 questions.

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

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