Planned Giving

Request a Calculation

1. Select the type of gift(s) in which you are interested

Outright
Bequest (gift by will)
Charitable gift annuity
Support Northfield Mount Hermon School and receive a fixed income for life.
Deferred charitable gift annuity
Support Northfield Mount Hermon School and receive a deferred-income stream.
Charitable remainder unitrust
Support Northfield Mount Hermon School and receive a variable-income stream.
Charitable remainder annuity trust
Support Northfield Mount Hermon School and receive a fixed-income stream.


2. Select the type of asset(s) in which you are considering funding the gift:

Cash
Securities (stocks, bonds, mutual fund shares)
Real estate
Other (please specify)


3. Gift amount and cost basis:

Enter the dollar amount of the gift you are considering:
 
Enter the cost basis of the asset (if other than cash) you are considering funding the gift with:


4. Age(s) or birth date(s):

Enter the age or birth date for each beneficiary
 
Beneficiary 1:
Beneficiary is someone other than me or my spouse.
 
Beneficiary 2:
Beneficiary is someone other than me or my spouse.


5. Your information:

*Name:
NMH Class Year (four digit):
Constituency: [Alum, Parent, Grandparent, Friend]:
Occupation:
Address:
City:
State/Province:
Postal Code:
Country:
Is this a new address? Yes   No
*E-mail:
Is this a new email address? Yes   No
Phone:
 
Questions or Comments:

 

 

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