Gift & Estate Planning

Many donors choose to support The Fulton School at St. Albans through a planned gift.  A planned gift is a deferred donation that benefits TFS and allows the donor to integrate his or her personal, financial and estate planning goals with lifetime or testamentary charitable giving.  A planned gift is a legacy that will benefit students for generations to come.

There are many different forms of planned giving.  TFS currently accepts the following types of gifts:

A bequest is simple and convenient way to give to TFS. You have a number of options. You may make a bequest for a specific dollar amount or for a percentage of your estate. You may designate your bequest for general use or you may restrict its use. Since a will is an important legal document, you should seek the advice of your attorney. To assist you with this important process, we offer some suggested bequest wording.

Life Insurance
Many individuals have life insurance policies whose benefits they no longer need. Donors can name The Fulton School as the beneficiary and assign the School ownership of the policy. In doing so, the donor recieves a charitable deduction and the gift may also reduce estate taxes.

Retirement Plan Assets
Similar to the gift of Life Insurance, donors may designate The Fulton School as the beneficiary of any retiremement or IRA assets. 

Upon approval from the Board of Trustees and Development Committee, The Fulton School will also accept more sophisticated planned gifts such as life income gifts and life estate gifts.  If you have any questions regarding planned giving or would like to inform the School of your gift, please 
contact Sarah Doyle, Business Manager, at  or 636-458-6688, ext. 104.