Securities

Donating appreciate securities (stocks, bons, mutual fund shares held for at least a year and a day) is a tax-advantaged way to make a gift to GUS. You are entitled to a charitable deduction on the mean market value of the securities on the date of the gift and there are no capital gains on the appreciation. Many families are surprised to learn you can save time and money by gifting appreciated assets like stock. Learn more here.

IRA Rollover Gifts

A gift from your Individual Retirement Account (IRA) made directly to Glen Urquhart School (GUS) will qualify towards your annual IRA required minimum distribution, allowing you to donate up to $100,000 of the distribution while avoiding taxation on the distribution. Learn more here.

Matching Gifts

Matching Gifts from an employer are a wonderful way to double or even triple support. Please contact your employer to inquire if they will support GUS through a matching gift program. View the list of Matching Gift Companies in Massachusetts.

Planned Giving

The 1977 Society recognizes the generosity of Glen Urquhart parents, past parents, alumni, grandparents and friends who have chosen to remember the School in their estate plans through a will, trust or other planned gift arrangement. You can become a member of The 1977 Society by including GUS in your estate plans and advising the School of your thoughtful commitment.

A planned gift is any current or deferred charitable gift that is designed, usually with professional advice, to optimize a donor’s financial, tax and estate plans while helping to guarantee the long-term financial security of one or more charitable institutions. Planned gifts provide the resources that create extraordinary opportunities and preserve our future.

A brief description of some of the ways to plan a gift to Glen Urquhart School is listed below. Once you have made a decision to include the School in your estate plans, please contact Martha Delay at 978 927-1064 ext. 117 or mdelay@gus.org so that we may include you in The 1977 Society. In depth technical material and some professional advice is available by contacting the Advancement Office, although GUS does not offer any legal or tax advice, and you should always consult with your own professional advisors before implementing any planned giving strategy.

  • Placing a specific bequest in your will or trust for GUS

  • Naming GUS as a beneficiary of your retirement plan account (IRA, 401 (k) or 403 (b)

  • Naming GUS as the beneficiary of a life insurance policy

  • Making a gift to GUS from a family foundation or a Donor Advised Fund

  • Naming GUS as the remainder beneficiary of a Charitable Remainder Trust

  • Naming GUS as the current beneficiary of a Charitable Lead Trust

Restricted Funds

Generous GUS families past and present have created several restricted funds in honor of beloved GUS faculty and/or in memory of their loved ones. If you are interested in contributing to the general endowment or to any of these restricted funds, or if you would like additional information, please contact Martha Delay at mdelay@gus.org. New funds may be created for special purposes with a gift of at least $50,000.

The following is a list of these funds:

  • Alan H. Feldman Faculty Endowment Fund (Head of School 1984-90)

  • Augustus P. Loring Library Fund

  • The Cavanaugh Family Fund

  • Carol Stewart Memorial Fund

  • Donald H. Grace Music Fund (Head of School 1990-94)

  • GAIN@GUS Fund

  • Harry Groblewski Fund for Visiting Artists (Head of School 1980-84)

  • Kelly Stotz Wyke Fund for Science Education

  • Leslie Marchesseault Fund for Access + Inclusion

  • Northrup-Warren Nature Fund

  • Raymond Nance Fund (Head of School 1997-2012)

In-Kind Gifts

In-Kind Gifts are gifts of goods and services and are greatly appreciated. Please contact the Advancement Office for more information on the donation of or tax-deductibility of an in-kind gift.

Faculty + Staff Tribute Gifts

Ask any GUS grad what they remember about their experience and they will share a memory about someone who inspired them. Someone who challenged them. Someone who nurtured their potential and self-confidence. Tribute gifts represent a meaningful endorsement of the role our faculty play in forming students into civic-minded young people who are well prepared for the next chapter after GUS. Even if the teacher who stands out in your mind has since retired from GUS, we will notify them that a gift was made by you or your family in their honor. We will also publish all faculty tribute gifts in our annual report of giving.

Gifts of cash may be made in the form of a check payable to GUS.