Endowments & Planned Giving
Created in 1983 to ensure Epiphany School’s long-term financial stability, our endowments provide a reliable, non-tuition-based income stream. Annuities earned from our endowments serve as a protection against major disasters and supply a source of funding for new ventures.
Your gifts have a lasting impact on Epiphany’s future because the principal remains intact forever — only 4-5% of earnings are generally used each year. Gifts to the school’s General Endowment offer the most flexibility. The Board of Trustees may direct use of these earnings to support the school as needed.
Gifts to General Endowment support:
Epiphany School is fortunate to have several named endowments. These funds were created to honor the legacies of former faculty and school heads, and to strengthen specific programs. We are grateful for the incredible generosity and thoughtfulness of our endowment donors. Your gifts really do last forever and help make Epiphany School the best it can be.
Endowments may be created over a number of years or with a single gift. Generally, the minimum amount needed to fund an endowment is $100,000.
General Learning Skills
Robert Spock Learning Skills
General Learning Skills Scholarship
Dorothy Griffin Learning Skills Scholarship
Financial Aid Endowment
Willard Smith Buildings & Grounds
General Buildings & Grounds
Augustine Hall Maintenance
George O. Edwards Faculty Enrichment
Planned Giving for the Future
Planned gifts are utilized by many people, not just the wealthy, to make a real difference to Epiphany School while leaving a lasting legacy. Planned gifts require some assistance from your professional financial advisor. Unlike cash donations, they typically come from assets in your estate rather than disposable income, and they come to fruition upon your death.
The most common planned gift is a bequest in your will or living trust. Other planned gifts include:
- Charitable Remainder Trust
- Charitable Lead Trust
- Endowment Fund
- Retirement Plan Assets
- Life Insurance Policies
- Remainder Interest in Home
Please consult your professional financial advisor to learn how to support Epiphany School’s mission with a planned gift, or contact Elizabeth O’Shea.