Copy
Charitable Planning News and Trends
View this email in your browser
Malvern Preparatory School
Caritas Society Update
Malvern Prep sends outstanding student-athletes to premier colleges each year.

An Opportunity for Greatness

As an alumnus and Trustee of Malvern Prep, Bryan Forcino ’96 finds it very important to give back. "The experiences I’ve gained from Malvern provided me life values, friendships, and skills that have positive impacts on my life and the lives of others. Joining the Caritas Society at Malvern Prep is an attractive way for me to give back to our School by utilizing a portion of my retirement account."

By giving to Malvern Prep through his IRA, Bryan is honoring those who came before him, and those who will come after him. "Many of my great experiences are due to the contributions of those that served before me. It is vital we play our part to ensure the legacy of Malvern Prep continues long into the future. Making a planned gift is a significant piece of that formula. With such gifts, Malvern Prep can continue to provide those experiences for our students that lead them to become men for others."

"If you have any questions about estate planning, please contact Mary-Helen McCulloch, Director of Planned Giving, at 484-595-5212 or mmcculloch@malvernprep.org or visit malvernprep.plannedgiving.org. Mary-Helen is a wonderful resource and has experience in charitable estate planning."

Thank you!


Bryan Forcino ’96 T is remembering Malvern in his estate plans. You can belong to the Caritas Society when you notify Malvern of your estate gift.

Giving to Malvern

Tax-Free Giving Opportunity

Qualified Charitable IRA Distributions allow friends of Malvern Prep to reduce their taxable income, achieve charitable giving goals and satisfy their required minimum distribution – all in one transaction.

Call your financial advisor today to discuss how this opportunity may help you minimize your tax exposure, achieve your charitable goals and satisfy your required minimum distribution all at once.

Did You Know?

Many people are making a future charitable gift with their retirement plans by simply filling out a “change of beneficiary” form. This is one of many easy ways to make a gift that allows you to fulfill your charitable intentions without impacting your current lifestyle.

Advisor's Corner

Legal Name: 
Malvern Preparatory School 
Incorporated in Malvern, PA
Tax I.D. Number: 23-1352658

Stock Transfer Information: Vanguard Brokerage Services at DTC-0062 for further credit to Account 52203073 in the name of Malvern Preparatory School.

Suggested Bequest Language for a will or trust: “I give and devise to Malvern Preparatory School, located in Malvern, PA, the sum of $_________ (or state a percentage) to be used for its general support (or a specific  fund or program.)”
Copyright © 2016 Malvern Preparatory School. All rights reserved.

Our mailing address is:
418 South Warren Avenue
Malvern, PA 19355

www.malvernprep.plannedgiving.org

Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list