Planned Giving is simpler than you think, especially at Poly Prep. If your goal is to conserve your estate, create life income, or reduce future tax liabilities for heirs, it’s time to consider the Joseph Dana Allen Society.
Named in honor of Poly’s longest serving head of school, the JDA Society recognizes donors who have named the school as a beneficiary in their will, insurance policy, or retirement account. Charitable gift annuities, charitable remainder trusts, and the donation of non-cash assets are also practical options for alumni and friends.
Working with your financial planner, we can structure a legacy gift that will memorialize the values most important to you, maximize your philanthropic giving, and make a smart plan for the future. If you’ve already included Poly Prep in a bequest or other planned gift, please let us know so we can express our gratitude and recognize you for your generosity as a member of the JDA Society.
We’re happy to help you get started on a legacy gift to Poly Prep.
Peggy Cook, Chief Advancement Officer
Donna Muoio P’13, ’17, Director of Alumni Relations
Keith Wiggs, Director of Major Gifts