Planned Giving

Types of Planned Gifts

- Donors often use bequests in their wills to make planned gifts. As with current gifts, bequests may be designated as unrestricted, giving the School the most flexibility, or restricted to a specific purpose, although limitations are suggested to be kept to a minimum.

Life Insurance - 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.

Real Estate provides a good opportunity for charitable giving to Cape Henry. For answers to specific questions, contact the Development Office, (757) 963-8256.

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

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

For more information on any of these activities, please contact Mrs. Julie Scherrer, Major Gifts Officer.

For more information regarding security transfers, please contact Mrs. Jaime Hutnick, Director of Development.
A Leading Independent Coeducational College-Preparatory Day School | Prekindergarten through Grade 12
1320 Mill Dam Road, Virginia Beach, Virginia 23454-2306 | Phone: (757) 481-2446 | Fax: (757) 481-9194

We know, value, and challenge each student. We commit to building a diverse and inclusive community. We graduate independent thinkers and globally aware citizens.
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