PLANNED GIVING 101: HOW TO MAKE A CHARITABLE BEQUEST

To make an unrestricted charitable bequest by will, the donor may use one of the following directions:

• I give ____________ dollars ($_______ ) to Roland Park Country School, a Baltimore, Maryland independent school, for its general purposes.

• I give ____________ percent ( _____ %) of the rest, residue and remainder of my estate to Roland Park Country School, a Baltimore, Maryland independent school, for its general purposes.

• I give (a specified asset) to Roland Park Country School, a Baltimore, Maryland independent school, for its general purposes.

Alternatively, the donor may designate the purpose of the bequest.

To make a charitable bequest by will irrevocable, the donor may add the following direction:

This bequest shall be payable, in full, within one year after the date of
my death.

I acknowledge that, in my lifetime, the School may make decisions or take actions in reliance upon this pledged bequest.

Accordingly, it is my intention that this bequest shall be enforceable as a claim against my estate, including against any trust which is amendable or revocable at any time prior to my death and which holds assets that I have transferred to that trust during my lifetime. At my election, I may satisfy this pledge, in whole or in part, by designating Roland Park Country School as the beneficiary of insurance on my life.

It is important for the donor to consult his or her personal advisor regarding bequest provisions.

For further information about Planned Giving at Roland Park Country School,
please contact:
Evelyn Zink, Director of Development, (410) 323-5500 x3041 or zinke@rpcs.org