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Endowment Fund & Planned Giving

Endowment

The Westfield School’s Endowment Fund provides long term financial security to ensure the school is well positioned to serve generations to come. Endowment funds are invested in perpetuity with the interest earned providing annual income for on-going support.

Westfield’s Endowment Fund currently holds $1.4 million. To date the school has not drawn on endowment income for operating expenses. Instead, earnings have been rolled back into the principal and reinvested to help build a larger reserve for the school’s financial security.

Gifts to the Westfield Endowment help to ensure the school continues its mission to provide a premier college preparatory education in a Christian environment to students throughout Middle Georgia. You can contribute to the Endowment Fund through gifts of cash or through a planned gift.

Planned Giving and Legacy Society

A planned gift is any major gift made in lifetime or at death as a part of a donor's overall financial and/or estate planning. Planned gifts can be either revocable or irrevocable. Planned gifts to Westfield contribute towards the Endowment Fund. 

The Westfield Legacy Society was created to recognize and thank our loyal supporters who have chosen to include Westfield in their estate plans. By becoming a part of the Westfield Legacy Society, you will have the opportunity to make a lasting impact and inspire others to join in your commitment. For more information about planned giving and the Westfield Legacy Society, please contact Laura Medlin at lmedlin@westfieldschool.or 478-987-0547 ext. 224.

Common Planned Giving Methods: 

Bequests through your will or living trust

Charitable Gift Annuities

Charitable Lead Trusts and Remainder Trusts

Gifts of Securities 

Gifts of Real Estate

Life Insurance

Retirement Plan Assets