Planned Giving

Thank you for considering Academy of Our Lady of Mercy, Lauralton Hall in your charitable giving plans. Our Mission, inspired by the Mercy Tradition, empowers young women to pursue their highest potential through lifelong learning, compassionate, service, and responsible leadership in a global society. Your investments will allow us to continue to provide the tools and educational opportunities our students need to reach their goals. 

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To request a mailed packet of information regarding planned giving, please call the Advancement Office  at 203.877.2786 ext. 129. We extend our gratitude  for you commitment  to make Lauralton Hall one of your charitable priorities.

 

What is planned giving?

Planned giving is just that... a thoughtful philanthropic plan to make a contribution that is arranged in the present and allocated in the future. There are many different ways that you can make a planned gift. While a bequest is the most common, other options include gifts of retirement accounts, life insurance, or personal property. We recommend that you seek counsel from your professional advisor to choose the plan that is right for you.

What are some benefits to planned giving?

One of the main reasons to consider planned giving is that it allows you to direct the allocation of your assets as you wish, in line with your personal values and interests. In addition, planned giving may result in considerable tax advantages -- reducing or eliminating estate or inheritance taxes -- for your survivors.

Why choose to give to Lauralton Hall?

Your planned gift to Lauralton would provide a legacy of ongoing income to support a variety of needs including our core academic programs and/or financial aid and scholarships. A planned gift to Lauralton is simple, flexible and will remain confidential if you choose.

Donors who make a planned gift to Lauralton Hall are invited to become members of the Tower Legacy Society. Lauralton Hall began this Society to honor alumnae and friends who value our past and are committed to a partnership going forward.

By including Lauralton in their estate plans, this generous group of people enables us to continue our strong tradition of academic excellence and service to others. Once you have completed your estate plans, please fill out our member profile form so that we may welcome you into Lauralton Hall’s Tower Legacy Society.


For any questions about giving, please contact:

Kathleen Donahue '80, P'06, '14
Director of Advancement
kdonahue@lauraltonhall.org
203.877.2786 ext. 129