How Will You Leave Your Legacy?

"'Find out how much God has given you and from it take what you need; the remainder is needed by others.' -St Augustine. Every planned gift supports Malvern Prep's goal of providing our students with the highest quality education that is firmly rooted in the Augustinian tradition. We are all in a continuous evolution of learning and whether your gift is directed to our programs, faculty, facilities or endowment, every gift matters in the education our students receive.

There are many ways for you to include Malvern in your long-term financial plans, and every contribution helps us maintain and expand the premier education we provide to tomorrow's leaders. When you make a planned gift, you will become part of our Caritas Society and an important part of the future of Malvern Prep.

In the spirit of St. Augustine I invite you to join us."

-Fr. Donald F. Reilly, O.S.A., D.Min., Head of School

The Caritas Society

The Caritas Society recognizes those individuals who have made leaving a lasting legacy a priority through a planned, or deferred, gift. By telling us of their intentions to include Malvern Prep in their estate plans, Caritas Society members receive recognition in our publications, invitations to special events, and a Caritas Society membership pin. Please let us know so we can ensure your gift is used as you intend! God Bless.

Donor Stories

Bill Baney '54

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Kevin Donohue '94

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Barbara and Jim Dunigan P'98 PT

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Bryan Forcino '96 T

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Frank and Kim McGeehin P'02'05'08 PT

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Chris McKee '72 P'07

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Dennis and Moira Murphy P'11'14 T

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Hilary Russell '61

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Lyn Schoenfeld P'05

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The Most Popular Planned Gifts

  • Gifts From Your Will

    • General Bequest

      Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

      Download Bequest Language
  • Beneficiary Gifts

    • Retirement Accounts

      Naming Malvern Prep as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

      Download Beneficiary Form
  • Gifts That Pay You

    • Charitable Gift Annuity

      You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to Malvern Prep that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.

      Download CGA Info

Current Gift Options

  • Gifts of Stock

    • Appreciated Stock

      When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

      Download Stock Transfer Info
  • Charitable IRA Rollover

    • Charitable IRA Rollover

      If you're 70 1/2 or older, you can make a gift directly from your IRA to Malvern Prep. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

      Contact Us For Details
  • Gifts of Property

    • Real Estate and Other Valuables

      Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.

      Contact Us For Details

Let's Talk

There are many giving options available to you, such as naming Malvern Prep as a beneficiary in your will and charitable gift annuities that provide steady income for you and your family during your lifetime. For more information, please find our contact info below, or submit this form.




Contact Us

James S. Friend, Jr.
Executive Director of Advancement
484-595-1110
jfriend@malvernprep.org

If you are working with a professional advisor, or advising a donor, here's a handy guide for including Malvern Prep in a charitable estate plan.

Download Advisor Guide