Planned Giving

provides an opportunity for donors to make provisions for the support of Bertschi School through deferred gifts. Several tax benefit options are available, including gift annuities, trusts, insurance policies, and bequests. Funds generated from these gifts, large and small, help shape Bertschi School’s academic programs, support outstanding teachers, and enable talented and motivated students to attend the school.

The Bertschi Legacy Circle was established to honor generous alumni, parents, and friends who have created trusts, bequests, or other planned gifts to benefit Bertschi School. All who provide for the future financial security of Bertschi School with planned gifts are eligible to become members of the Bertschi Legacy Circle. A Planned Giving Council of professionals and friends from the community assists the school in many aspects of the planned giving program. For information on Bertschi School’s planned giving program, please contact Tiffany Carey, Director of Advancement at

206-442-6852, or by email.

The forms below will assist you in completing a planned gift for Bertschi School.

• Letter of Intent for a Future Planned Gift
• Making a Gift of Appreciated Stocks
• Security Transfer
• Assignment Separate From Certificate
• Glossary of Terms