Support

Planned Giving

One of the simplest ways to make a gift to Ransom Everglades School is to name us in your assets. You can specify the individuals and charities you want to support and you can also specify the percentage of the assets you want each beneficiary to receive. It's literally as easy as filling out a form.  

Beneficiary designations are available when giving the following assets: 

Retirement Assets
An alternative to a bequest gift is to designate Ransom Everglades School as the beneficiary of your retirement assets. This gift is simple because you can control the transfer of these assets at your death without changing your will or living trust. All you need to do is request (and complete) a new beneficiary designation form from your plan administrator. There is no need to modify your will or living trust.

A gift of retirement assets has the added advantage of being among the most tax-wise ways to make an estate gift. This is because your retirement assets, if left to individuals, (other than a spouse), will be subject to income tax when they receive distributions and, in the case of a non-spouse, those distributions may be accelerated. With a gift to a non-profit such as Ransom Everglades, 100 percent of the funds are available for its charitable purposes. If you want to remember us in your estate plan, it is often better to leave other types of assets – cash, securities, real estate – to your heirs and give the more heavily taxed retirement asset to Ransom Everglades School.

Life Insurance
Life Insurance policies can also be used to make a gift to Ransom Everglades. Complete and return to the insurance company a form designating that Ransom Everglades School receives all or a portion of the death benefit associated with your life insurance policy. As an alternative to naming Ransom Everglades as the beneficiary, you can transfer ownership of the policy. Transferring ownership results in an immediate income tax charitable deduction and potential income tax savings in the year of the gift.

Other Assets
Commercial Annuity Contracts - a commercial annuity will sometimes have a remaining value at the end of the annuitant’s lifetime. You can name Ransom Everglades to receive all or part of this amount by designating it as a beneficiary (sole or partial) on the appropriate form from the insurance company.

Bank Accounts - you can instruct your bank to pay Ransom Everglades all or a portion of what remains in a checking or savings account. Your bank can provide you with the appropriate beneficiary designation form.

Investment Accounts - you can instruct your investment company to transfer to Ransom Everglades some or all investments held in the account at the time of your passing. Your broker or agent can let you know the process for doing this – it may be as simple as adding “T.O.D. to Ransom Everglades School” after your name on the account.

Coconut Grove, FL 33133
Middle School2045 South Bayshore DriveTel: 305-250-6850
Upper School3575 Main HighwayTel: 305-460-8800
Founded in 1903, Ransom Everglades School is a coeducational, college preparatory day school for grades 6 - 12 located on two campuses in Coconut Grove, Florida. Ransom Everglades School produces graduates who "believe that they are in the world not so much for what they can get out of it as for what they can put into it." The mission of Ransom Everglades School is to provide an educational environment in which the pursuit of honor, academic excellence and intellectual growth is complemented by concern for the physical, cultural and character development of each student. The school provides rigorous college preparation that promotes the student's sense of identity, community, personal integrity and values for a productive and satisfying life, and prepares the student to lead and to contribute to society.