Planned Giving
Building a Legacy for Future Generations
How to Get Started
Making a planned gift to Nativity School of Worcester is simple and can be done with the help of your financial or legal advisors. We are happy to provide you with information and resources to facilitate your gift, including sample language for wills or trusts.
For more information, or to discuss your options with a member of our team, please contact Nate Ingalls at ningalls@nativityworcester or 508-799-0100.
Ways to Make a Planned Gift
Including Nativity School of Worcester in your estate plan is one of the most common and impactful ways to give. This can be done through:
- A Will or Trust: You can designate a specific amount or percentage of your estate to support Nativity School of Worcester. A bequest is a flexible and straightforward way to leave a gift.
- Beneficiary Designations: Many financial accounts, such as retirement funds or life insurance policies, allow you to name a beneficiary. By naming Nativity School as a beneficiary, you ensure that your gift is directed to the school upon your passing.
Gifts of Real Estate make a lasting contribution to Nativity School. If you own property that you no longer need or want to pass on, a real estate gift can make a significant difference.
- Gift of Residential or Commercial Property: You can donate your property outright, or you may wish to retain the right to live in the home during your lifetime, transferring ownership to the school upon your passing.
- Appreciated Property: Real estate that has appreciated in value may provide significant tax benefits. You can donate property while avoiding capital gains taxes, while also benefiting the school.
As a planned giving donor, you are invited to become a member of the Nativity Forever Society, a special group of supporters who have made a commitment to the future of Nativity School. Members of the Nativity Society enjoy:
- Recognition in school publications
- Invitations to special events and receptions
- A deeper connection to the school community and its students
Your legacy gift is a testament to your belief in the importance of education and the role Nativity plays in shaping future generations. As a member of the Nativity Forever Society, you join a distinguished group of philanthropists who are helping to ensure the school’s mission continues to inspire students for years to come.
What Is Planned Giving?
Planned giving allows you to contribute to Nativity School of Worcester in a way that benefits both you and the school. These gifts are typically arranged in advance as part of your estate planning, and can have lasting, positive effects on our students, faculty, and programs. Your planned gift will help ensure that Nativity’s commitment to excellence and its unique programs will continue to thrive well into the future.
Planned gifts Nativity School of Worcester accept include:
- Bequests in a will or trust
- Gifts of real estate or personal property
- Retirement account designations (IRA, 401(k), etc.)
By including Nativity School of Worcester in your estate plan, you create a lasting legacy that reflects your values and your belief in the power of education to change lives.
Why Planned Giving Matters
Your planned gift helps Nativity School of Worcester:
- Provide Scholarships: Ensure that Nativity can continue providing a transformative, tuition-free education to its students in perpetuity.
- Support Programs: Help strengthen Nativity’s academic and extracurricular programs, hire and retain qualified educators, and improve the school’s building.
- Ensure Long-Term Stability: Your gift creates an enduring foundation that secures the school’s future, allowing us to serve generations of students to come.
“Our family’s connection to the mission and work of Nativity School of Worcester has been a source of immense joy. Supporting the school through annual giving—and now as members of its legacy and planned giving society—has been an easy decision. The transformative impact of Nativity reflects the true purpose of education: opening doors, creating opportunities, and the full formation of the person who will lead in service of others. We are committed to doing whatever we can to support the continued success of Nativity School of Worcester.”
– Alex Zequeira, Former President
