Giving

Endowed & Planned Giving

Allen-Stevenson depends on voluntary charitable contributions to supplement revenue from tuition and fees.  We are fortunate that we can also rely on the interest from our strong endowment to contribute to our annual budget.  The tradition of philanthropy at Allen-Stevenson began in 1883, and continues today with the financial support we receive from alumni, parents, past parents, grandparents, faculty, staff, foundations, corporations and other friends of the School.

The Allen-Stevenson Endowment

 
Unlike tuition and Annual Fund gifts, which support the annual operating expenses of the School, the endowment generates a perpetual stream of revenue that helps ensure the School's long-term financial security. Four percent of a 12-quarter rolling average is taken out of the endowment each year to support the operating expenses of the School, and the endowment is managed by the Investment Committee of the Board of Trustees.

The Parents Association Scholarship Fund Benefit supports the endowed Francis Bellows Allen Scholarship Fund each year. There are other named endowment funds that assist special programs at Allen-Stevenson. For more information about supporting the endowment, or about making another special gift to Allen-Stevenson, contact David Smith at 212-933-5214 or dsmith@allen-stevenson.org

Planned Giving & The Founders Society


PLANNED GIVING
There may be a no more meaningful gift than that made through a bequest or legacy because these gifts, representing a lifetime of experience, embody a testament to one’s deepest beliefs, concerns and affections. Donors help secure the long-term financial health of the School through gifts that come in the future or over a period of years. There are many kinds of planned gifts (all of which offer significant tax benefits to the donor), including the following:

  • Bequests – Assets transferred through a donor’s estate. Any asset may be given in this way, though we most commonly receive cash gifts set out in the donor’s will. Other bequests include the proceeds of life insurance policies and retirement plans.

  • Life Income Gift – Establishing a Charitable Remainder Trust is one way for a donor to make a gift that will benefit the School in the future while providing tax benefits ad income for the donor immediately and over time.

  • Charitable Lead Trust – With this gift, a donor removes specified assets from his or her estate, receives immediate tax savings and provides the School income from those assets for a period of years. At the end of the gift period, the assets may be returned to the donor or, tax free, to a third party. Parents and grandparents find the charitable lead trust an excellent way to provide for a future generation while accomplishing good work today and decreasing their likely estate taxes.

FOUNDERS SOCIETY

Membership in the Founders Society is reserved for individuals who have made a provision for The Allen-Stevenson School in their estate plans. Named to honor the legacy of Francis Bellows Allen and Robert Alston Stevenson, the Society seeks to ensure the future excellence of an Allen-Stevenson education through support of the endowment. 

Making a Planned Gift


If you have included Allen-Stevenson in your estate plans, please complete the Declaration of Intent Form, so that we may properly acknowledge your commitment of support.

For more information on making a planned gift, contact David Smith at 212-933-5214 or dsmith@allen-stevenson.org.
Allen-Stevenson’s distinctive “enlightened traditional” approach educates boys to become scholars and gentlemen.