Leaving a Legacy

Shorecrest Preparatory School has made a difference in so many lives for so many years. You also can make a difference in a manner that extends well beyond your lifetime by including Shorecrest in your estate plan.

Your planned gift to Shorecrest Preparatory School is the completion of a full circle and a capstone to your lifetime giving. Your planned gift is not only important because of the funding it provides, but also because of the benchmark of leadership it shows to others in the Shorecrest family. Planned giving provides us with the ability to generously fund endowment and future capital improvements. Endowment is crucial to the future of Shorecrest The sustainable funding it affords to the school will allow us to continue to attract the highest caliber of faculty while maintaining student diversity, keeping tuition costs reasonable and maintaining our excellent facilities.

We welcome all types of planned gifts, including lifetime planned gifts, such as charitable gift annuities and charitable remainder trusts, as well as estate gifts, such as bequests and life insurance policy benefits.

Heritage Society — When you document your planned gift to Shorecrest, you become a member of the Heritage Society. Every year we honor those who have documented a planned gift at our annual Heritage Society recognition event. This year our Heritage Society event will take place at the house of Headmaster Michael Murphy and his wife, Robin.

Naming Opportunities — If you desire to leave a lasting and tangible memorial, you may consider a number of a naming opportunities available throughout the school.

To discuss how you can establish a planned gift, please contact the Office of Advancementat Shorecrest. We also encourage you to consult with your attorney, accountant or other professional advisor to discuss your estate plan as well as the potential tax benefits available for making your planned gift to Shorecrest.

Planned Giving Resources