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Planned Giving

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Planned gifts can provide long-lasting support for our organization while enjoying financial benefits for yourself.

1914 SOCIETY

Planned gifts at Severn School play a crucial role in ensuring the school’s long-term success and sustainability. All planned gifts, regardless of size, help secure a brighter future for the Severn School community. These contributions are directed towards the school’s general endowment fund. Donors can further align a planned gift by designating it towards a specific area of Severn’s endowed funds, such as: Financial Aid, Faculty Professional Development, Student Programs, and Diversity, Equity, and Inclusion. Let your “why” create a legacy and a testament to all that Severn School has given you and be part of all that Severn will be in the future!

Let’s talk about how a planned gift to Severn School can fit into your financial plan and charitable giving goals.

FOR MORE INFORMATION CONTACT:

List of 2 members.

Christina Fitch-LookFong

Development Office Assistant and Planned Giving Support
Shannon Howell

Director, Development

WHAT TO GIVE

PLANNED GIVING

BENEFICIARY ASSIGNMENT

A beneficiary is named through paperwork from the institution where the account is kept. Severn will receive some benefit after the owner passes away. This can be changed at any point before your death. Examples of accounts that can add or list beneficiaries are: Life Insurance, Charitable Remainder Trust, Retirement accounts such as IRA, 401k, or a Pension plans.
BEQUESTS

A bequest is the act of giving assets through the provisions of a Will, Trust, or an Estate plan. A bequest is generally a revocable gift, which means it can be changed or modified at any time. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs. Your attorney can help you include a bequest to Severn School in your estate plan. We can provide some basic sample bequest language to assist you and your attorney.
PERSONAL PROPERTY/REAL ESTATE GIFTS

A donor can use appreciated securities/stock, real estate, artwork, vehicles, or jewelry. The donor benefit can come in the form of an income tax deduction equal to the appraised fair market value of the property, sometimes with no capital gains tax due on the transfer. There are many ways to give real estate to Severn School, many with tax and financial benefits for the donor. If you’re considering this type of gift, please contact us at the information below.
PLANNED ASSET GIFTS

These gifts provide cash to Severn School right away and would be allocated toward our Admiral Fund. Examples of this type of gift are Qualified Charitable Distributions (QCD) from an IRA that a donor is required to take a Required Minimum Distribution (RMD) from or a Donor Advised Fund (DAF). Both keep the donor in the driver’s seat and offer tax advantages too!

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DONOR STORY

Donor StoryPhoto

Alumni Parent Bert graciously shared the motivation behind his generous contributions to Severn School. Bert’s son, a 2001 graduate, is the “why” behind how his giving is a full circle moment today.

From a young age, Bert recognized his son's academic potential; however, he found that the local public school was unable to accommodate his hearing impairment. Severn School, with its dedicated faculty and focus on knowing and valuing each student, provided the ideal setting for his son to flourish, and the school’s financial aid program made it possible for him to join the Admiral community.

Today, both Bert and his son are thriving – circumstances that Bert attributes in part to Severn's ability to nurture his son's potential. To give back, Bert has chosen to utilize his Required Minimum Distribution (RMD) to make a charitable gift to Severn School. This strategic gift not only supports the school's financial aid program but also offers Bert a few tax advantages. He noted that setting up this donation was straightforward, requiring only a simple form from the financial institution managing his account.

We extend our heartfelt gratitude to Bert for sharing his story and we invite you to consider following Bert’s lead in making a planned charitable gift to Severn School.

IMPORTANT INFORMATION

Our Official Name:

Severn School Inc.

Our Address:

201 Water St. Severna Park, MD 21146

Our Organization is:

Registered as a charitable organization in the State of Maryland

Our IRS Status:

501c(3) non-profit organization

Our Federal Tax ID (EIN):

52-0591466

Our Tax Status:

Gifts and bequests are deductible from income tax and estate tax to the full extent of the law.

SEVERN 1914 SOCIETY

The Severn 1914 Society recognizes those who have notified us that they have included Severn School in their estate plans. Making a deferred gift to Severn ensures that Severn will continue to educate our youth for generations to come. Thank you!

Have you included Severn in your Will, Trust, or Estate plans?

Let us know by clicking here.

*By filling out this confidential form, donors can remain anonymous but can choose how to connect to our current Severn community.

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Friends:

Anonymous (7)

Capt. Robert N. Adrian Sr., USN (Ret)

Mr. & Mrs. Donald B. Allen

Steve & Sandy Ayers

Mrs. Betty C. Bannat

George Benson

Patricia R. Benson

Mr. John S. Bremer & Mrs. Gayle A. Bremer

Mr. J. Mayo Brown

Mr. Hammond S. Carr

Mr. Michael A. Cauley & Mrs. Beverly R. Cauley

Mrs. Barbara Cromwell

Mr. & Mrs. James W. Donnelly

Ms. Mary C. Egan

Charles J. & Dianne W. Feldman

Mr. & Mrs. Douglas H. Lagarde

Mrs. Jennifer L. Mann & Christopher Mann

Mr. E. Thomas Massey

Mr. Christopher R. McCleary

James and Wendy McIntyre

Mrs. Patricia S. McManus

Mr. & Mrs. Richard Raab in honor

of Lane Raab '68

Mary Kernan Salsich

Dr. Jay J. Stewart

Adger & Sandra Stokes

Mrs. Sophia Stone

Mrs. Anne Reeder Teel

Dr. Lesley A. Ward

The Whiteside Family

1924

Edward A Hannegan

1925

Mr. Robert Wigginton McCormick

1930

Dr. & Mrs. Bruce Scott Old

1935

BG James H. Keller, USA(Ret) '35

1936

CDR Edwin Malloy, Jr., USN (Ret)

1937

Mr. John Drew Betz '37

1938

Dr. Walter S. DeLany, Jr.

Mr. Harold A. Fisher

Mr. & Mrs. L. Warren Klauer

1947

CDR Frank A. Munroe, USN (Ret)

1949

Mr. Harold E. Slanker & Mrs. Betsey Slanker

Mr. George T. Cromwell, Jr.

Mr. Harold L. Walters, Jr.

1950

RADM Ted Walker, Jr.

LTC Jesse E. Blackwell, USA(Ret)

1951

Mr. Stephens F. Millard

1952

Mr. Nicholas Goldsborough

Anne & Jim Hogg

Mr. Thomas Jerrell "Jerry" Carter Jr.

1954

Mr. Anthony J. Schmidt Jr.

1955

Otis C. Gregg, Jr.

1956

Glendon and Palmer Jones

1960

Mr. Francis D. Wright III

1961

Mr. & Mrs. Bruce C. Burns

Mr. Robert E. Blaney

1962

John B. Hudson, Jr.

Paull H. Phillips

Francis E. Wilson, Jr.

1963

Mr. William A. Winston

Mr. John K. Hopkins

Mr. H. Craig Hubbard

1965

Edwin M. "Ned" Kesmodel & Matthew Gaffney

Judge Richard D. Bennett

1966

H. W. "Budd" Hickey

Craig C. Georgi

1967

CSM William P. Zimmerman IV, (Ret)

1968

Ray MacKown

1969

David Wright & Laury Bershad

1974

Wilson H. Phipps

Liz Mann Carlin

1975

Betty Waters Phipps

1977

Mr. Peter A.S. Pfeiffer

1978

Hon. Steven R. Schuh

1980

Lorraine D. Johnson

1982

Darren Burns

1981

Caroline Benson Tringali

1983

Mrs. Cristina Decker & Mr. Craig Decker

Ms. Alison Mylander Gregory

Ms. Wendy Jones

Mr. Stephen C. Rabbitt

1984

Mr. Michael K. DeStefano & Ms. Amalia A. Driver

1985

Ms. Jessica Hay McCarthy

Mr. Thomas L. Carter III & Mrs. Jennifer L. Carter

1987

Tara Frame Wicker & Richard Wicker

1988

Drew Burns

1990

Amy Stehl Bauer

1991

Andrew Bauer

CONTACT US

Christina Fitch-LookFong

Phone: (410) 647-7701 ext. 2253

Email: c.fitchlookfong@severnschool.com

MY GIFT - TELL US ABOUT YOUR GIFT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.