If you have any questions about an existing fund, or you would like to discuss establishing a new endowment fund or scholarship, please contact our Development Office.
One of the most powerful and philanthropic tools available to Oakwood supporters is planned giving. The benefits include tax savings, increased income, and providing for heirs, but it also benefits Oakwood at the same time.
What is planned giving?
Planned giving includes a variety of philanthropic strategies that help you provide for The Oakwood School while also advancing your own financial and personal objectives. Making a planned gift is a special way to support the school, because it allows you to donate assets, yet defer the time when we actually receive them. The best gift plans can improve the donor’s financial and tax situation, often right away. Several planned giving options are available—the simplest one is a bequest in your will. We strongly recommend you consult with your attorney or tax advisor as you research the most appropriate way to remember Oakwood in your will or estate plans.
The Oakwood Society
Oakwood has established The Oak Society to recognize those who include the school in their wills or estate plans. Their gift is an important way to help ensure the future strength of our school and enable the donors to have an impact on Oakwood beyond their lifetimes. We appreciate their foresight and extraordinary generosity.
Membership in The Oak Society is granted the following ways: