Planned or creative giving allows donors to support institutions like Norwood School while also improving financial security. A planned gift can return an immediate tax deduction to the donor, in addition to lifetime income for you and your loved ones, plus long-term financial support of Norwood—all by taking advantage of incentives provided by the IRS.
Created in 1994, the Oak Tree Society recognizes the commitment of parents, grandparents, past parents, alumni, and friends who have made provisions for Norwood in their estate plans. The Norwood School community is deeply grateful to all Oak Tree Society members for these special expressions of loyalty and support.
The Oak Tree Society honors and seeks to perpetuate this tradition of giving at Norwood. Participation in any level of Norwood’s planned giving program—including bequests, charitable trusts, life insurance, real estate, and other deferred gifts—automatically qualifies donors for membership in the Oak Tree Society, securing Norwood’s future for generations of students.
Norwood does not provide legal, accounting, tax, or other such advice to donors. Donors are urged to seek their own counsel to ensure their proposed gift meets and furthers their charitable, financial, and estate planning goals.
For more information about planned giving and Norwood's Oak Tree Society, please contact:
Abigail Betts ’92
Director of Development