What is Planned Giving?

Planned giving is a gift vehicle that allows you to donate via a trust, annuity, insurance policy, or most commonly, a bequest. Planned giving is the School’s practical equivalent of a retirement account – money to secure the future. Ideal planned gift donors are in their 60s, 70s, or 80s who believe in giving back for the benefit of future generations, want to leave something as a link to posterity, or can make a bigger gift in death than during their lifetimes.

The John W. Paylor Jr. Planned Giving Society was started by and now continues in memory of John Paylor who, with his family, made the inaugural planned gift to Southfield School.

The Southfield development office strongly recommends all donors consult with an attorney or financial adviser to explore what type of planned gift is best for you and your family before naming our school in your will or considering another kind of planned gift. For more information on planned giving, please contact the Development Office at 318.868.8773 or mjohnson@southfield-school.org.