Planned Giving

“Blessed are those that plant trees under whose shade they shall never sit.” -Hyacinthe Loyson

 
Planned Giving 
A planned gift is a contribution arranged today that matures in the future. Most commonly created through a will or trust, planned gifts take many forms and can often increase your income, solve a family financial issue, or permit you to use a tax-disadvantaged asset to change students’ lives. Many generate tax benefits for the donor as well.
 
By including Oratory Prep in your estate plan, you express commitment to our school and ensure OP’s strength far into the future.
 
Planned Giving Benefits
  • You gain membership in Oratory Prep’s The Heritage Planned Giving Society.
  • You can touch lives and change lives for generations to come.
  • You can make a gift that often leaves your current cash flow and  financial plan untouched.
  • You can use your IRA for charitable giving and leave your heirs more tax-advantaged assets.
  • You may be able to increase your income, use tax-disadvantaged assets, or donate an asset you no longer need.
  • You can designate your gift for a specific program, athletic team or department you wish to support.
A Special Request 
If you have already included Oratory Prep in your estate plan, please complete the Estate Gift Confirmation Form and let us know of your planned gift intentions. Filling out the form ensures that the school will steward your gift properly through the years and acknowledge your gift properly during your lifetime.
 
You may scan and email the form to [email protected] or mail it to Oratory Prep School, 425 Morris Avenue, Summit, NJ 07901, Attn: Kevin Donnelly.
 
The Heritage Planned Giving Society 
Members of The Heritage Planned Giving Society have made a special commitment by naming Oratory Prep as the beneficiary of a planned gift.
 
Planned Giving & Membership Benefits
  • You can make a meaningful gift to Oratory Prep that costs you nothing during your lifetime.
  • You can make a gift with appreciated assets and save taxes, leaving your current financial plan unchanged.
  • Your membership in The Heritage Planned Giving Society includes recognition on our website, a subscription to our newsletter and invitations to special events.
  • By joining this Society, you will not only be leaving a lasting legacy to your alma mater, but you will also inspire fellow classmates and friends to contribute to the future of OP!

We would like to acknowledge and thank you for including Oratory Prep in your estate plans. Once we are aware of your planned giving intentions and receive the Estate Gift Confirmation Form, your name will be listed on our website as a member of the Society. If you wish to remain anonymous you may note that on the form. To view the members of The Heritage Planned Giving Society, please click here.