Planned Giving

Consider extending your support of Sheridan into the future through these and other planned giving options:

Bequests: By naming Sheridan School in your will, you can provide support without any current cost and may receive an estate tax deduction.

Retirement plan beneficiary designation: By naming Sheridan as a beneficiary of your plan, you retain your assets for your life while receiving an income tax and estate tax deduction at your death.

Charitable trusts: Hold your appreciated assets in a trust that includes Sheridan as an eventual beneficiary while it generates regular income for you and provides capital gains tax protection.

For more information on planned giving, contact Dia Ruocco, Director of Advancement, at advancement@sheridanschool.org and consult your tax and/or estate advisor.