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On October 16th, 2014, Tim Seldin was joined by Ginger Young and Greg Kite of Young Insurance and Peggy Williams of Dream Insurance to discuss Planned Giving in Montessori Schools. Planned giving is the time proven strategy for developing the resources and endowment that every Montessori schools needs. Planned gifts are donations of life insurance, property, stock, etc. set aside in one’s will to be given to a favorite school or other charity. Once thought to be an uncomfortable topic, every college and most schools work with planned gifts to develop their long term institutional advancement. We looked at planned giving in general, and a new national planned giving program put together specifically for the Montessori community.
