MENLO SCHOOL • SINCE 1915

The Redwood Grove on the Upper School campus.

Support Menlo

Planned Giving

How do you want to leave your legacy? Consider including Menlo in your estate and financial plans.

Education is a legacy and Menlo School is a vital part of that legacy.

Since 1915, thousands of committed alumni, parents, trustees, and friends have supported the School to advance Menlo and provide for its future.

Some have made gifts during their lifetime; others have chosen to provide for the School through a planned gift. Planned gifts can involve making charitable gifts through your estate plans and may result in favorable financial benefits for you or your estate.

The most common type of planned gift is a bequest in your will or trust.

A bequest is a simple way to make a gift from your estate—a transfer of cash, securities, or other property made through your estate plans. You may make a bequest to Menlo by including the following language in your will or trust leaving a specific dollar amount, a percentage of your estate, or the residual of the estate after you have made bequests to your family:

“I, [name], of [city, state, zip], give, devise, and bequeath [written amount or percentage of estate] to Menlo School (tax ID # 94-3204137), located at 50 Valparaiso Avenue, Atherton, California, 94027, for its unrestricted use and purpose.”

Menlo accepts many types of planned gifts and assets including cash, securities, real estate, retirement plans, life insurance policies, and others.

The Menlo Community Gathers on the Loop for the Global Expo.

If you have decided to include Menlo School in your estate plans, please let us know. We would like to thank you for your generosity, make sure the purpose of your gift is understood by the School, and include you as a member of the 1915 Society.

For more information contact Director of Development Casey Wynn.

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Planning your future? How do you want to leave your legacy? Consider including Menlo in your estate and financial plans.

Education is a legacy and Menlo School is a vital part of that legacy. Since 1915, thousands of committed alumni, parents, trustees, and friends have supported the School to advance Menlo and provide for its future. Some have made gifts during their lifetime; others have chosen to provide for the School through a planned gift.

Planned Giving can involve making charitable gifts through your estate plans and may result in favorable financial benefits for you or your estate. Menlo welcomes gifts made through different planned giving arrangements. These plans can:

The most common type of planned gift is a bequest in your will or trust. Menlo accepts many types of planned gifts and assets including cash, securities, real estate, retirement plans, life insurance policies, and others.

If you have decided to include Menlo School in your estate plans, please let us know. We would like to thank you for your generosity, make sure the purpose of your gift is understood by the School, and include you as a member of the Menlo School Legacy Society.

For more information about leaving your legacy, please contact Vidya Kagan in Menlo’s Development Office at 650.330.2044 or vidya.kagan@menloschool.org

Menlo School is not engaged in rendering legal, financial or tax advice. Charitable giving has complexities that cannot be adequately detailed in brief descriptions. Individual personal situations may vary. Please contact your financial or legal advisor.