Planned Giving

Charitable donations can be an important part of your estate planning. Discover the benefits of giving wisely.

Did you know there are creative ways to support The Steward School? Ways in which Steward, you, and your loved ones all benefit at the same time? Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and the school.

Charitable donations can be an important part of your estate planning. Bequests, gift annuities, and charitable trusts are vehicles through which you can provide valuable financial support to The Steward School. They also can provide significant financial benefit for you and your loved ones. We encourage you to seek advice from a tax professional about including Steward in your estate planning.


You may make a gift to Steward by designating Steward as a beneficiary in your will. Bequests permit donors to commit assets after their lifetimes while retaining the property during their lives. Bequests can allow for significantly larger gifts and can reduce estate taxes. A bequest can be made for a specified amount or as a percentage of the estate. Bequests can be unrestricted or used to establish operating or endowed funds to accomplish specific goals. Bequests of any size will help to secure the strength of the school for future generations.

Getting started is easier than ever: We’ve recently partnered with FreeWill to give all of our supporters the opportunity to write a legally valid will, 100% for free. You can create a powerful legacy for future generations of Spartans — without paying anything today. Write your will today.

Gift Annuities:

Under a gift annuity agreement, you make a gift to Steward in return for the school's promise to make an annual payment to you of a specific dollar amount for as long as you live. The amount of the annual payment depends on your age and is based on a fixed percentage of the initial fair market value of your gifts. A portion of your gift is tax-deductible.

Charitable Remainder Trust:

A charitable remainder trust may be designed to provide you with income throughout your lifetime as well as to support Steward upon your death. The trust may be established with a gift of cash or appreciated stock.

Charitable Lead Trusts:

With a charitable lead trust, you essentially "lend" the school your assets for a set period of time. At the end of that period, the property is returned or passed on to named individuals.

Gifts of Real Estate:

Your residence, condominium, vacation home, timeshare, or acreage may have appreciated in value through the years so that its sale would mean a sizable capital gains tax. By making a gift of property to Steward, you would avoid the capital gains tax and receive a charitable tax deduction for the full market value of the property.

Heritage Society:

Donors who make documented planned gifts to The Steward School are recognized as members of the Heritage Society.

Charitable IRA Rollover:

Charitable IRA Rollover allows individuals age 70½ and older to make direct transfers of up to a set limit from individual retirement accounts to qualified charities without having to count the transfers as income for federal tax purposes. We’ve partnered with FreeWill so you can use a new tool to make a donation to The Steward School in less than 10 minutes. The tool is completely free, helps you estimate how much you’re required to withdraw, and, if you are so moved, complete your gift to Steward. Make your smartest gift now!

For more information on making a planned gift or joining the Heritage Society, please contact the Development Office at (804) 565-2306.





Copyright 2019 The Steward School

The Steward School Mission

Our mission at The Steward School is to prepare our students for college and for life in a community defined by robust academics, inspiration, engagement, and care. We invite you to learn why so many families have chosen to become part of our community.


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Experience "The Steward Way"

The Steward School is committed to the kind of education that recognizes individuality and fosters potential through a differentiated approach. If you value small class sizes, close connections with faculty and fellow students, and a challenging yet supportive academic environment with broad opportunities, then Steward may be the right school for you.


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An Education as Unique as Your Child

We are proud to offer a comprehensive curriculum to students in junior kindergarten through twelfth grade. Discover the incredible opportunities we provide for each learner.


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Explore the World of the Arts

Whether setting the stage, striking a chord, creating a masterpiece, or simply exploring individual talents and interests, exposure to the arts develops important life skills necessary for students to succeed in academic areas and everyday life experiences. By providing our students with multiple creative outlets, we seek to nurture talents, build confidence, and help students discover passions.


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One School. One Team.

Participation, skill building, and sportsmanship are the cornerstones of The Steward School’s athletic program. At all levels, our coaching program is dedicated to giving students the training and experience necessary to develop a lifelong appreciation of physical activity, skill development, and, above all, teamwork.


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A New Way of Learning

The Bryan Innovation Lab is a 21st-century, problem-solving environment. Through experiential learning in this cutting-edge facility, students are able to grapple with real world issues, challenging their critical thinking and resourcefulness.


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Beyond the Classroom

The Steward School is a place of learning for the greater Richmond community through various campus programs. Whether you're interested in attending our annual gala, signing your child up for one of our summer camps, or learning more about LEAP, we welcome you to the Steward community.


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It's for Steward Students!

Your gift helps ensure that each student recieves the best educational experieance at Steward. Learn more about the Steward50 campaign, annual giving, and other ways to support Steward.


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