Your legacy.
Their future.
Woven together.
A planned gift to Woodlawn School is one of the most meaningful ways to invest in the education of future generations of students in the Lake Norman community. Every planned gift, at every level, strengthens the school’s long-term financial independence and extends the impact of what Woodlawn does to students and families far into the future.
A gift that outlasts
any single school year.
Planned giving refers to charitable contributions arranged now but typically fulfilled in the future, often as part of an estate plan. These gifts allow donors to make a meaningful impact on Woodlawn’s long-term mission without necessarily affecting their financial situation today.
Because Woodlawn is still a young school, planned gifts carry particular weight. The school’s endowment is in its early stages, and every planned gift strengthens the financial foundation that allows Woodlawn to remain accessible, innovative, and independent for generations of students in Mooresville, Davidson, Cornelius, Huntersville, and the Lake Norman region.
Planning a legacy gift doesn’t
mean waiting to give.
Most planned gifts require no immediate financial outlay. They can often be arranged with a simple update to an existing will, trust, or beneficiary designation. Your estate planner or financial advisor can help you structure a gift that honors both your family’s financial goals and your commitment to Woodlawn’s future.
No Immediate Cost
Most planned gifts are arranged now and fulfilled later. They do not require an immediate financial outlay and can often be made with a simple update to an existing document.
Meaningful Impact
Planned gifts often represent the largest contributions Woodlawn receives. They fund endowment, scholarship access, facilities, and the long-term programs that outlast any individual school year.
Significant Tax Benefits
Many planned giving vehicles provide substantial tax advantages for donors and their estates. A qualified financial or estate planning advisor can help identify the approach that works best for your situation.
Recognition + Community
Planned gift donors are welcomed into the Woodlawn Legacy Society, recognized with gratitude across appropriate school communications, and celebrated as permanent members of the Woodlawn community.
Six options.
One lasting commitment.
Woodlawn welcomes planned gifts in many forms. The right approach depends on your financial situation, family circumstances, and goals. A qualified estate planning attorney or financial advisor can help you determine which vehicle is the best fit. The Advancement team is always available to talk through options.
Bequest in a Will or Trust
The most common form of planned giving. Name Woodlawn School as a beneficiary of your will or living trust to receive a specific amount, a percentage of your estate, or the residual after other bequests are fulfilled.
Beneficiary Designation
Name Woodlawn School as a beneficiary on a retirement account (IRA, 401k, 403b), life insurance policy, bank account, or investment account. Assets pass directly to Woodlawn outside of probate. Can be updated at any time without changing your will.
IRA Charitable Rollover
Donors age 70½ or older can transfer up to $105,000 per year directly from an IRA to Woodlawn School tax-free. This Qualified Charitable Distribution (QCD) counts toward your Required Minimum Distribution and is excluded from your taxable income. A highly efficient giving vehicle for eligible donors.
Gifts of Appreciated Securities
Transfer appreciated stocks, bonds, or mutual funds directly to Woodlawn to avoid capital gains tax on the appreciation while deducting the full fair market value. Works for both current and planned gifts.
Charitable Remainder Trust
Transfer assets to a trust that pays income to you or your beneficiaries for a period of time. When the trust terminates, the remaining assets pass to Woodlawn. Provides income, a partial charitable deduction, and an eventual gift to the school. Typically requires legal counsel to establish.
Endowment Gifts
An endowment gift to Woodlawn is invested in perpetuity, with a portion of the annual return supporting the school’s programs or a named purpose of your choosing. Because Woodlawn’s endowment is in its early stages, every endowment gift is foundational. Contact the Advancement team to discuss naming and designation options.
Join the Legacy Society.
The Woodlawn Legacy Society recognizes individuals who have made a commitment to support Woodlawn School through a planned gift. Membership is open to anyone who has included Woodlawn in their estate plan, regardless of the size of the commitment.
Members receive recognition in the annual report, invitations to special school events, and the knowledge that their commitment will shape the lives of Woodlawn students for generations to come. Membership is entirely confidential if preferred.
Three steps to
a lasting gift.
Making a planned gift to Woodlawn does not have to be complex. Many donors begin with a simple conversation with the Advancement team, then work with their own estate planner or financial advisor to formalize the gift in whatever way best suits their situation.
Your Advisor + Woodlawn
We are happy to speak directly with your estate planning attorney or financial advisor to provide any information they need about Woodlawn School, our 501(c)(3) status, EIN, or intended use of funds. Contact the Advancement team to arrange an introduction.
Confidentiality
All conversations about planned giving are completely confidential. We will never share information about your planned gift without your explicit permission. Legacy Society membership can be anonymous if you prefer.
Legal + Tax Information
Woodlawn School is a 501(c)(3) nonprofit organization. EIN: 42-1544637. All planned gifts are tax-deductible to the extent permitted by law. Woodlawn does not provide legal or tax advice. Please consult a qualified advisor.
Contact
Advancement team: ad*********@************ol.org · Phone: 704.895.8653 · P.O. Box 549, Davidson, NC 28036.
Start the conversation.
Contact the Advancement team to discuss planned giving options, Legacy Society membership, or how a future gift to Woodlawn can reflect your values and support the students, faculty, and programs that will follow. Woodlawn School, Mooresville, NC. Serving Davidson, Cornelius, Huntersville, and the Lake Norman region.