Gifts in Your Will and Other Planned Gifts

Planned Giving: Your living legacy at Wyndcroft.

A bequest under your will or other planned gift can benefit future generations of Wyndcroft students. Planned gifts are placed in the endowment unless you direct us otherwise. You may also designate your planned gift to support a specific purpose or program, or simply to meet the greatest needs of the School at the time your gift is received.

For more information please contact Robert W. Evans ’65, Director of Alumni Relations and Planned Gifts, at (610) 326-0544 ext.114.

Planned Gifts can provide the following benefits:

  • The satisfaction of making a significant future gift to Wyndcroft now without reducing your resources during your lifetime
  • Lifetime income for yourself or others with the possibility of a greater return on your assets
  • An immediate income tax charitable deduction that yields current tax savings
  • Elimination of capital gains tax when using long-term appreciated property to fund your gift
  • Reduced taxes on your estate

Planned gifts that can ensure a strong financial future for Wyndcroft include:

Bequest in your Will (the most common type of planned gift):

  • Percentage bequest - a percentage of your estate
  • Specific bequest - a specific dollar amount or a specific asset
  • Residuary bequest - a gift from the remainder of your estate
  • Contingent Bequest - a gift from your estate when Wyndcroft is a secondary beneficiary

Life Insurance naming Wyndcroft as beneficiary

Retirement Account such as IRA, 401(k), 403 (b), etc. naming Wyndcroft as beneficiary

Charitable Lead or Charitable Remainder Trust

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This information is not intended as legal or tax advice. Your attorney or tax advisor can help you plan a gift to Wyndcroft that can include substantial tax benefits as part of your overall estate plan.

The Wyndcroft Heritage Society

The Wyndcroft Heritage Society was established in 2017, on the eve of our School’s Centennial, to honor those who have notified us that they have taken the special step of including The Wyndcroft School in their wills, trusts, or estate plans through a bequest in a will, a trust provision, a life-income gift, an IRA or life insurance beneficiary designation, or other future gift.

Wyndcroft Heritage Society membership does not obligate you legally in any way, and you may change your estate plans as you see fit.

The names of members will be published from time to time in Wyndchimes and in the School’s Annual Report in recognition of this important commitment to the future of Wyndcroft. Specific details of your planned gift will be held in strict confidence. 

To enroll in the Wyndcroft School Heritage Society, please call or email Robert Evans ’65, Director of Alumni Relations and Planned Giving, fill out the online form below.

Robert W. Evans ‘65, Director of Alumni Relations and Planned Giving
The Wyndcroft School, 415 Rosedale Drive, Pottstown, PA 19464

(610) 326-0544 ext. 114

If you have already included Wyndcroft in your plans, please let us know so that we can thank you. Your willingness to be listed as a member of the Wyndcroft Heritage Society will encourage others by your example. We will not publish your name if you prefer to remain anonymous, but we invite you to let us know of your plans on a confidential basis even so.


The Wyndcroft Heritage Society Membership Record

I/we have included Wyndcroft in my/our estate planning as a beneficiary in the following way(s):required
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Contact Information

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