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Country Day School of the Sacred Heart

Planned Giving

 Country Day School of the Sacred Heart is pleased to discuss income-producing gift plans and other planned gift opportunities as well as gifts of personal and real property with its many friends and supporters.

You may also plan to place Sacred Heart in your will. Your will ensures that your assets are distributed exactly as you want, rather than at the discretion of the Commonwealth of Pennsylvania. Sample language is available upon request.
Bequest Notification Form

For more information, please contact Kathy Gallagher, Executive Director of Institutional Advancement, by calling 610-527-3915, ext. 216, or by emailing kgallagher@cdssh.org

Stock Transfer
 
Country Day School of the Sacred Heart’s account is held at UBS Financial Services, Inc. and is managed by Thomas R. Byrnes. His phone number is 215-496-2025.

The legal name of the account is Country Day School of the Sacred Heart.

Please notify Kathy Gallagher at 610-527-3915 ext. 216 of any stock gift you may make to Sacred Heart. The tax deduction is based on the average price of the stock on the date of its transfer to Sacred Heart’s account.