Planned Giving

Making sure you have a will or an estate plan is a way to enable YOU to decide who gets your valuable assets. It’s also a critical aspect of managing your assets and protecting your family.

Once you have a will, and have determined how you want to care for your family, you can also make a gift in your will to Cape Henry. The simplest way to ensure that you provide for the people and charitable institutions that you hold dear is to make provision for them in your will. A gift to Cape Henry in your will may be right for you if:

• You would like to make a legacy gift to Cape Henry Collegiate

• You want the flexibility to change your mind

• You want continued access to your gift assets, should you need them

We encourage you to speak with an estate planning attorney to help you make your plans. Please share the following language with your attorney:

To make a bequest to Cape Henry Collegiate please share the following language with your legal and professional advisors:

I specifically bequeath $____or ____ % of my gross estate to Cape Henry Collegiate, 1320 Mill Dam Road, Virginia Beach, VA 23454.

For more information, or for a confidential conversation about your gift commitment (as many or few details as you wish), please contact Director of Development Mrs. Lindsay Oliver at (757) 963-8224 or lindsayoliver@capehenry.org.

Please consult your professional advisors before making any gift. Cape Henry Collegiate cannot provide legal or tax advice.

Click here to inform Cape Henry Collegiate of your decision to include the School in your estate plans and so we can recognize and celebrate you in your lifetime.

Donors can give policies of permanent life insurance to Cape Henry. For the premiums to be tax-deductible contributions, Cape Henry must be owner and beneficiary. Policies may be new, have premiums remaining to be paid, or be fully paid and owned for several years by the donor. If new, the donor can make a one-time payment to fund the policy or make annual premium payments.

Donors may choose from various methods to transfer publicly traded securities as a gift to the School. These include: 

• Delivery of actual certificate to Cape Henry. 
• Transfer of securities from donor’s brokerage account to Cape Henry’s brokerage account. 
• Donor instructs transfer agent to reissue securities in Cape Henry’s name.

For more information regarding security transfers, please contact Director of Development Mrs. Lindsay Oliver at (757) 963-8224 or lindsayoliver@capehenry.org.