Leave a Lasting Legacy

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A planned gift to the Patterson School Foundation is a meaningful way to preserve the spirit of Patterson and help its historic campus serve future generations. Your generosity can support educational programs, outdoor experiences, land stewardship, historic preservation, and community gatherings in Happy Valley for years to come.

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Ways to Make a Planned Gift

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You may support the Patterson School Foundation through:

• A gift in your will or living trust

• A beneficiary designation on a retirement account, life insurance policy, bank account, or investment account

• A gift of real estate, securities, or other assets

• A charitable gift established in memory or honor of someone special

• Other planned-giving arrangements developed with your financial or legal advisor

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Planned gifts may be designated for a particular program or purpose, or they may be left unrestricted so the Foundation can use them where they are most needed.

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Sample Bequest Language

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The following language may be shared with your attorney as a starting point:

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“I give and bequeath to Patterson School Foundation, Inc., a nonprofit organization located in Lenoir, North Carolina, the sum of $________, ______ percent of my estate, or the remainder of my estate, to be used for its general charitable purposes.”

 

If you would like your gift to support a specific program, property, or purpose, please contact us before finalizing your plans. We will work with you and your advisor to ensure that your wishes can be honored and that your gift will have the impact you intend.

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Let Us Know About Your Gift

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If you have already included the Patterson School Foundation in your estate plans, we would be honored to know. Sharing your intentions allows us to thank you, recognize your generosity if you wish, and better understand how you would like your future gift to be used. All information will be treated with care and confidentiality.

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To discuss a planned gift or request the Foundation’s legal name, tax identification number, or other information needed by your advisor, please contact the Patterson School Foundation Business Office at 828-394-9606.

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The Patterson School Foundation does not provide legal, financial, or tax advice. Please consult with a qualified attorney, financial advisor, or tax professional when considering a planned gift.